Pine Harbor Advisors

IIS Financial Services is a trusted independent financial planning firm with offices in Portland and Augusta, Maine. Their experienced financial advisors provide personalized services to individuals, families, and employers, helping them achieve their financial and retirement goals. Clients appreciate the firm's high level of professionalism, prompt responses, and supportive guidance. Advisors take the time to explain complex financial matters, develop suitable investment plans, and provide ongoing care to ensure clients' financial needs are met. Recently, clients have noted the positive experience working with Carl, who demonstrates knowledge, confidence, and clear guidance. His ability to keep portfolios growing even during down times has been appreciated. During meetings, Carl is described as professional and thorough, offering helpful and competent financial advice. Clients also value his quick responses and willingness to discuss next steps, whether via virtual meetings or in person. The firm’s focus on personalized service and expert support helps clients navigate their financial journeys smoothly.