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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 |
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.
Carl has good insight on short term and long-term suggestions as it relates to allocations and retirement considerations. He also is attentive and punctual to questions and concerns from the client.
David is very through and knowledge regarding all accounts and investments. Plus he is very personable!
Very knowledgeable and personable. David brought up a lot of good points and information that I wasn’t aware of. It was an hour well spent.
Frequently asked questions about IIS Financial Services
How is IIS Financial Services rated?
IIS Financial Services has a 4.9 star rating with 132 reviews.
When is IIS Financial Services open?
IIS Financial Services is closed now. It will open on Monday at 8:30 a.m.