O'Brien Asset Management LLC
“Mr OBrien was extremely helpful to our family. Very relaxed and easy going. Gave us simple advice that was not driven by product sales.”
Financial Planners near Eliot
Financial Planners near Eliot picked by BestProsInTown
Clark Asset Management, LLC
“I first learned about Clark Asset Management from the White Coat Investor blog. I was looking for a flat fee planner and an advisor knowledgeable about retirement income planning as my wife and I embarked on our retirement journey. The transition from accumulation during the working years to decumulation in retirement can be complex and daunting. CAM are practitioners of income planning as espoused by retirement guru Wade Pfau which was very appealing to me. After the onboarding process, a financial plan was drawn up which gave us the confidence that we were financially ready to pull the plug on our jobs. Our planner these last few years has been Christian Messemer who is a paragon of patience, wisdom, attentiveness and above all, honesty. We actually felt as if Christian had become part of our family. My wife has the confidence in Christian that in the event of my passing, she will be in good hands. I would not hesitate to recommend CAM.”
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