Your life is uniquely your own. Your financial plan should be as well. Our role is to help you align your financial decisions with your life goals, the people you care about, and the causes you believe in.
Office Address:
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Phone:
- (340) 776-1400
E-mail:
Newsletters
-
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?