General Info

Operational since 1982, Healey & Associates offers financial services to businesses and individuals throughout New England. The firm offers a wide range of financial services, such as employee benefits, retirement strategies, individual financial services, and property and casualty insurance. It has investment professionals who provide assistance in evaluating risk tolerance, time horizon, income needs and individual tax situations to construct asset allocation strategies. Additionally, the firm provides assistance with estate planning and offers resources to balance current and future tax liabilities to provide estate liquidity. The firm offers various business succession solutions in case of death of an owner, property loss and liability suits against directors and officers to its clients. Healey & Associates is located in Auburn, Maine.