General Info

At IIS Financial Our focus is to help establish wealth and financial security by educatingindividuals, groups, non-profits and businesseson financial planning, investment advisory services, retirement and insurancestrategies. Our goal for our clients is to identify the needs,questions and issuesfacing them as weminimize the stress and maximize the success.As independent financial advisors, we have access to a variety of resources to help you reach your financial goals. We have offices in Portland and Augusta, Maine, but also travel throughout New Englandto meet with our clients. Contact us for more information about our personalized service and what we can do for you.