Coston, McIsaac & Shea Financial Advisors

Overview

Coston, McIsaac & Shea Financial Advisors is an independent Registered Investment Advisory firm based in Bar Harbor, Maine. The firm offers comprehensive investment and financial planning services, including portfolio management for individuals and small businesses, selection of other advisers, and other related services. They are registered with the Securities and Exchange Commission as an Investment Adviser and provide investment discretion for various services, such as retirement planning, which is monitored annually as part of their standard service. The firm's team comprises professionals with diverse qualifications, including Certified Financial Planner (CFP®) practitioners, Registered Investment Advisor (RIA) professionals, Certified Public Accountants (CPAs), and staff members. This multidisciplinary team collaborates to support clients in achieving their financial goals. The firm operates from two locations: their primary office at 38 Rodick Street, Suite B, Bar Harbor, ME 04609, and a secondary office at 102 Main Street, Suite A, Ellsworth, ME 04605. Coston, McIsaac & Shea Financial Advisors emphasizes a fiduciary duty to their clients, ensuring that their interests are prioritized in all financial planning and investment decisions. They are committed to providing personalized financial guidance, taking into account each client's unique situation, goals, and risk tolerance. The firm's approach is rooted in trust, honesty, and integrity, aiming to build long-term relationships with clients by delivering tailored financial solutions.