Aaron attended Northeastern University and Thomas College, graduating with a degree in Finance & Economics. Aaron has been helping his clients pursue their financial goals with LPL Financial since 1996. A Kingfield native, Aaron now resides in Farmington with his wife, Tracy, and their son, John. In his free time, Aaron enjoys skiing, boating, fishing, and genealogy.
Securities registrations held through LPL Financial. Jared is a graduate of the University of Maine at Farmington with a degree in Business & Economics. Jared has been in the financial services industry since 1999, and helping clients pursue their financial objectives with LPL Financial since 2007.
Securities registrations held through LPL Financial. Jared is a graduate of the University of Maine at Farmington with a degree in Business & Economics. Jared has been in the financial services industry since 1999, and helping clients pursue their financial objectives with LPL Financial since 2007.
Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Recommending investment and accumulation strategies to help you pay for your children's education.
At Western Mountain Financial Services our goal is to help clients pursue their financial objectives through a personalized approach to investment management, the financial planning process, wealth accumulation, and risk management. Whether an individual, small business owner, or board member, our team strives to bring a disciplined process to your portfolio and financial plan.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals, business owners, and non-profit organizations. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews
Be the first to review Western Mountain Financial Service.
Write a Review