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IIS Financial Services
- Investment Service
- South Portland, ME
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We met with Carl Hanson in Tuesday morning.!We had a great meeting. We felt very comfortable from the start. Carl knew the information right off the top of his head. We feel very comfortable with the group.
We met with Carl today as my husband enters retirement. There's a lot to navigate, but Carl goes through things concisely and methodically, explaining how he has positioned us moving forward. We have great confidence in Carl and his guidance for our financial future!
David Hanson has been a tremendous help as I have prepared for retiree wet ment. As a public employee, I thought I was doing the right things, but his guidance, support and advice have made a significant difference! He is knowledgeable, helpful and explains finance in lay terms. Highly recommended!!
David Hanson took time to update and explain the reasons for the positive changes to my account. I do not consider myself to be a huge investor, yet for more than 12 years David has taken a sincere interest in my financial situations. The results are a positive financial portfolio. I greatly appreciate his patience and financial knowledge to ensure my personal financial goals and future.
David Hanson has been the best. Always available for questions and very informative in dealing with our accounts.
Frequently asked questions about IIS Financial Services
How is IIS Financial Services rated?
IIS Financial Services has a 4.9 star rating with 133 reviews.
When is IIS Financial Services open?
IIS Financial Services is closed now. It will open at 8:30 a.m.