IIS Financial Services

IIS Financial Services is an independent financial planning firm with offices in Augusta and Portland, Maine. Whether you are just starting out, building and growing wealth, or nearing retirement, our goal as Financial Advisors is to help our clients understand their financial situation by providing a high-quality, detailed financial plan. Our objective is to guide our clients through the process of obtaining their long term financial goals by simplifying the process and working closely with them to make sure they are on track to reach them. IIS Financial Services is not captive and is free to find the right coverage and investments to meet your needs. Our comprehensive suite of wealth planning solutions and financial planning technology helps our clients create a financial plan based on their individual goals through education, communication, and service. By working closely with our clients and their family's , we provide the foundation for a long-term relationship based on trust, integrity, knowledge and service which results in our clients pursuing their financial goals and objectives. You can trust IIS Financial Services to always be there when you need us, answering your questions and working with you in pursuit of your goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under seperate ownership from any other named entity

Website

http://www.iisfinancial.com/

External link for IIS Financial Services

Industry

Investment Management

Company size

2-10 employees

Headquarters

South Portland, Maine

Type

Privately Held

Founded

2013

Specialties

Retirement Planning, Wealth Management, Investments, Financial Planning, Financial Advisor, 401k, and Employer Retirement Plans