Back Cove Financial

Back Cove Financial is a privately held, independent business located in the Greater Portland area in Maine. The company’s slogan, "Honest, Independent, Experienced," reflects its commitment to integrity and expertise. Founded in 2001, Back Cove Financial excels in the Financial Services and Wealth Management industries, offering a range of client services including investment & portfolio management, retirement planning, college savings, corporate retirement plans, insurance planning, tax & estate planning. The firm aims to establish long-term relationships and provide tailored financial solutions to meet clients' evolving needs.

What sets Back Cove Financial apart is its holistic approach to wealth management. The company assesses clients' immediate situations and creates attainable plans of action, prioritizing individual, family, and business needs. Notably, the company is not affiliated with any specific financial product, ensuring unbiased recommendations. The Financial Advisor(s) associated with the firm adhere to strict regulations and are properly registered to conduct business with residents of specific states, as per FINRA guidelines.

It’s important to note that Securities and advisory services offered through Commonwealth Financial Network, a Registered Investment Adviser, are separate from and not offered through Commonwealth Financial Network®. In addition, the firm's Terms of Use are available for review to ensure transparency and compliance with industry standards, highlighting Back Cove Financial’s commitment to regulatory adherence and ethical practices. While details about the company's headquarter and last investment are not specified, the firm’s dedication to honesty, independence, and experience positions it as a strong contender in the financial services sector, catering to the diverse needs of its clients.