Bangor Wealth Management
Wealth Management products: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Investment planning for today and generations to come. We are proud to offer the following services: Investment Management - We believe successful investment management begins with a relationship. We will listen to you to ensure a comprehensive understanding of your investment goals, objectives, and risk tolerance. Planning & Retirement – Financial planning should be comprehensive, and viewed as a continuing, dynamic process that leads to security in the years to come. Trusts & Estates – Trust and estate planning can offer significant financial control. Establishing a trust or preparing an estate plan requires a thorough understanding of your individual goals and needs. We will take the time to understand those goals. Institutional Investment Services - Bangor Wealth Management provides businesses, municipalities, nonprofits, and government agencies access to exceptional, comprehensive financial services tailored to the unique needs of the organization. Investment News - Bangor Wealth Management strives to provide our clients with a newsletter that includes year-to-date financials, an outlook on economic growth, US corporate earnings, and other great content Bangor Wealth Management of New Hampshire, LLC is a wholly-owned subsidiary of Bangor Savings Remember, information posted on Facebook is not secure or encrypted. Never post private personal or account information, whether on our Page or through a message. If you need assistance with your account, please contact us http://bangor.com/guidelines
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Verified contacts
6
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
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Distinct roles
4
indexed titles
Tech stack
3
tools in use
Monthly traffic
29K
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- ED
Emily Davis
VP, Relationship Manager · Finance & Accounting
EmailPhone - BC
Broc Carlisle
Relationship Support Assistant Manager · Other
EmailPhone - DD
Derek Davis
Senior Relationship Manager · Other
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Showing 3 of 6 verified contacts
Top roles at Bangor Wealth Management
4 distinct titles indexed · top 4 shown.
- 2vp, relationship manager
- 1assistant vice president, fiduciary officer
- 1relationship support assistant manager
- 1senior relationship manager
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