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…
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…
At Penobscot Financial Advisors, we believe the best way to empower people is through education, which is why we’ve created a series of three workshops that cover key areas of personal finance. These seminars are both fun and informative—but never a sales pitch. Every presentation is delivered by one of our knowledgeable advisors and each is designed with the same objective: to leave participants feeling inspired to take small steps towards overall financial wellbeing.
We’re currently booking seminars for the fall of 2018. Want us to come to your place of work? Have your human resources or benefits departments reach out to us by emailing info@penobscotfa.com or calling 207-990-1901 in order to start the scheduling process.
Check out the most recent PFA newsletter with articles spanning from understanding how your “Money Script”, conversations to have with aging parents and factoring inflation into retirement planning.
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