Useful Links

Meeting Preparation

Talking about financial planning can be overwhelming, which is why we’ve created our fact finder form and document checklist to help you feel prepared and organized to tackle asset management and financial planning from the get-go.

Fact Finder Document Checklist

Career Opportunities

Current Openings:

Financial Planning Specialist
Email cjoncas@penobscotfa.com with a cover letter and resume to apply.

Penobscot Financial Advisors is a growing organization, always on the hunt for new talent. Please contact info@penobscotfa.com to inquire about career opportunities.