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9AM - 5PM
1042 Brighton Ave Ste P200, Portland8:30AM - 5PM
100 Commercial St #106, Portland“Updated review from 2021: (5 stars) Looks like they changed their investment limit policy. Super helpful staff and available to answer a wide range of questions. Glad to see this branch now provides assistance to the average Mainer.Previous review from 2019: (1 star) Couldn't make an appointment here as they only cater individuals with at least $500,000 invested. Not available for the average Maine resident. Lame.“
“I have been with S Roop and his team for nearly ten years now. He is impeccably honest, provides options, gives advise and clearly puts you in the drivers seat. Ask questions get answers get results. I have recommended his team to my children and other family members.“
“Very thorough review of our assets, presented in a comfortable space by a knowledgeable executive.“
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“Daniel is extremely helpful and full of knowledge, answering my questions in a way that I can understand. I feel confident using his services, knowing my best interest is at the center of all he is assisting me with, setting me up for my future.“