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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 |
My employment changed so I needed to change my supplemental retirement source to one that was offered through new employer. I reached out to a couple of the options provided. Carl H. returned my email contact very quickly. He wanted to talk via virtual meeting or in person - to discuss next steps. The meeting was able to be scheduled just a day or two beyond initial contact. He was very informative and showed me all the peices & next steps to get my new account up and running smoothly.
Carl Hanson was professional and very thorough during our meeting on Friday Novenber 22, 2024. I would highly recommend IIS Financial to anyone looking for competent & helpful financial advice & services. Charles E. LaFlamme LSW, MRT
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.
Dave / Cara, Thank you both very much for keeping us straight ! I appreciate your patience and your professionalism. Thanks, Jack
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 at 8:30 a.m.