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Welcome to IIS Financial Services

Financial Planning For What's Important

We help individuals, family's and employers with Maine connections pursue their financial and retirement planning goals across the state of Maine and country. Whether your'e just starting out or nearing retirement, our process helps you create a plan through education and communication that provides the foundation for a long-term relationship based on trust, knowledge and service.


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. 

At IIS Financial Services in South Portland and Augusta, Maine, we strive to create a personalized financial roadmap that may guide you toward your desired destination. As Financial advisors, 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 Financial Planning Blog provides insightful information for our clients about popular investment and retirement topics. Click on the link below to read our latest blog.

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