Broker Check

IIS Financial Services of South Portland and Augusta, Maine, is an independently managed financial planning firm that specializes in helping young families, public sector employees and small business owners through all phases of life. IIS Financial uses a comprehensive suite of investment management and wealth planning solutions that help clients create a financial and retirement plan based on their individual goals through education, communication, and service.

Being an independently managed firm, our fiduciary duty allows us to work in our client best interests only and serve as their trusted advisors. Working closely with our clients, we provide the foundation for a long-term relationship based on trust, integrity, knowledge and service which results in our clients pursuing their financial goals and objectives.


Public SectorEmployers

Pre Retirees & Retirees

Young Families

Where Do You Want Your Financial Roadmap To Take You

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At IIS Financial Services, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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IIS Financial Services Monthly Blog

IIS Financial Services Monthly Blog provide insightful information for our clients about popular investment and retirement topics. Click on the link below to read out latest blog.

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