We celebrated our grand opening by welcoming friends, family and new neighbors to our office, located at the corner of Hammond & Columbia Street in the heart of Downtown Bangor. We are excited to participate in the revitalization of Bangor. Since moving, we have seen our road re-paved, the sidewalk and raised flower beds updated […]
Tyler Hafford joined Penobscot Financial Advisors April 1st, 2019 as a Financial Advisor Associate. After graduating from University of Maine with a degree in Political Science/Pre Law, Tyler spent over half a decade in the legal industry before realizing his true calling was financial planning and helping clients reach their goals. While working on his CFP, he […]
Portfolio Administrator Looking for Love… Penobscot Financial Advisors (PFA) is seeking a qualified individual to join our Team as Portfolio Administrator. You will be responsible for maintenance of the team’s investment models, client portfolios & reporting. Our team will direct much of your work, which includes gathering necessary data for investment research, updating & maintaining […]
Hammers are swinging and our new Portland office is in the works! The new space will have offices to accommodate our growing team, as well as a client meeting room and a conference room. Five sunny windows look out over Monument Square and Our Lady of Victories. To find out more about this historic landmark […]
Abrin Berkemeyer has joined the PFA Team as an Associate Advisor! Abrin is honing his extensive financial market and mathematics knowledge into practical application as he works closely with the firm’s advisors, researching complex planning topics and crafting solutions for clients. When not working, or buried in his CFP Study Materials, Abrin enjoys hiking, going […]
Dear Valued Client, It’s hard to believe, but it has been about four months since my last letter. At that time I was announcing exciting progress as PFA registered with the SEC, becoming an independent Registered Investment Advisor. I am pleased to report today that our dual-registration status with Mid Atlantic is winding down on […]
Dear Valued Client, I am excited to report that on January 27, 2017 the Securities and Exchange Commission (SEC) approved Penobscot Financial Advisors’ application to become a Registered Investment Advisor. I know, this more than likely means nothing to you – let me translate: All financial advisors that deliver investment advice must register as Investment […]
