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IIS Financial Services

  • Investment Service
  • South Portland, ME
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About this business

FinanceFinancial ServicesInvestment Service

About IIS Financial Services is an independent financial planning firm with offices in Augusta and Portland, Maine. Whether you are just starting out, building and growing wealth, or nearing retirement, our goal as Financial Advisors is to help our clients understand their financial situation by providing a high-quality, detailed financial plan. Our objective is to guide our clients through the process of obtaining their long term financial goals by simplifying the process and working closely with them to make sure they a... read more

Location details

707 Sable Oaks Drive, Suite 203, South Portland, ME, 04106, United States

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Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 4:30 p.m.
5.0114 reviews
Carolyn Aberg's profile image
Carolyn Aberg 
4 months ago

I have met with David Hanson three times. Each time I feel unrushed and he asks questions to get to know my financial goals. The other people in the office are also very responsive. Making sure my finances are in the right hands is very important to me and I feel comfortable with David’s advice. My plan to stay with him throughout my retirement. 

Corey Fates's profile image
Corey Fates 
3 months ago

You will not regret choosing IIS Financial Services. David has been a great asset to work with and has made increasing my portfolio effortless. I’m very satisfied with the high interest rates I have gained. I highly recommend David and this business. 

Naomi Levesque's profile image
Naomi Levesque 
a month ago

Carl is always punctual and prepared. Time is used wisely and guidance and management is superb! Retirement savings has never been easier! 

Carol Conner's profile image
Carol Conner 
a month ago

We appreciate Carl Hanson’s financial knowledge and guidance with our portfolio. Highly recommend State of Maine employees contribute to the deferred compensation program. 

Alex Lawrence's profile image
Alex Lawrence 
4 months ago

David Hanson is always very responsive and demonstrates a lot of attention to detail. He helped me through a time-consuming transfer of accounts between districts with great patience and professionalism . 

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Frequently asked questions about IIS Financial Services

How is IIS Financial Services rated?

IIS Financial Services has a 5 star rating with 114 reviews. 

When is IIS Financial Services open?

IIS Financial Services is closed now. It will open on Thursday at 8:30 a.m.