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Joel D. Davis, CFP®, MS, CIMA

Ameriprise Financial Services

7 North Chestnut St
Augusta, ME 04330
Phone: (207) 622-9009
Fax: (207) 622-9739

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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