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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
707 Sable Oaks Drive, Suite 203, South Portland, ME, 04106, United States
Get directionsWeekday | 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 |
Carl has an easy going approach to advising. There is never any pressure to take a route I am not comfortable with. He listens and explains things very well and quite often has to "dumb it down" for me because I used to rely on my deceased husband to explain and advise me.. Carl has filled that role and been a great advisor to what I want to accomplish safely. Highly recommend Carl Hanson.
Carl Hanson is the BEST! Carl always responds to my questions and concerns quickly, takes the time to explain things and works with me to develop the best and most appropriate investment plans. He is always kind, informative and very professional and a delight to work with.
Carl was well prepared and made suggestions that seem very helpful. I'd recommend him to anyone looking for a financial advisor.
I have been working with IIS Financial Services for over 6 years. David Hanson is responsive, knowledgeable, and trustworthy in all of his advice and communications. I highly recommend IIS for your financial investment needs.
I had a great conversation with my financial advisor Carl! He gave me important information regarding my accounts as well as great advice . He took immediate care of my financial needs and was very supportive. I so appreciate him and all that he does to help me whenever I call on him.
IIS Financial Services has a 4.9 star rating with 144 reviews.
IIS Financial Services is closed now. It will open on Monday at 8:30 a.m.