Back Cove Financial is a privately held, independent business located in the Greater Portland and Midcoast regions of Maine. We are Honest, Independent, and Experienced. Our goal is to establish long-term relationships, to effectively support clients to live life on their terms, making sure their finances match ever-changing needs.
 
Through our holistic approach to wealth management, we assess what is reasonable for a client’s immediate situation and create an attainable plan of action. We are not beholden to any product; we recommend only what is best for the individual, family, and business. We offer client services including investment & portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, tax & estate planning.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network ®.
Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Back Cove Financial

Org chart

Teams

Offices