Financial Advisor and Financial Planning in Portland and Augusta Maine

Financial Planning for What's Important

Creating Long Term Relationships built on Trust, Service and Performance

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If you are new to IIS Financial Services, click below to schedule a consultation and learn more about our process

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Our Process and Services

Our 6-step financial planning process is tailored to help reach your goals.

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Meet the Team

Years of experience have prepared us to guide you through your life transitions.

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Who is IIS Financial Services

We believe values matter, and we live by ours every day.

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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.

Read Our Latest Blog Posts

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