Maine > Wells > Bogue Asset Management, LLC

Bogue Asset Management, LLC

Verified Listing

(207) 646-2478
74 Merriland Ridge Rd
Wells, ME 04090
Category: Finance & Legal:Financial Services:Investments:Retirement Planning Service


About

Bogue Asset Management is a fee-only Certified Financial Planning (CFP) firm based in Wells ME. Established in 1997, Bogue Asset Management helps clients with all aspects of their financial health. We take a holistic approach to financial planning, working with you to establish goals and objectives, identifying your risk tolerance and capacity for risk and making sure you stay on track to reach your short and long term financial objectives.


Products And Services

Retirement planning, investment management, asset allocation, college planning, estate planning. Registered Investment Advisor in Maine and Texas. Dimensional Funds Advisor.


Payment Options

Cash, Checks, Debit


Languages Spoken

English


Year Founded

1997


Number Of Locations

1


Number Of Employees

2


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