IIS Financial Services

IIS Financial Services is an independent financial planning firm with offices in Augusta and Portland, Maine. The company employs four people and generates approximately $2.5 million in annual revenue. IIS Financial Services provides a range of financial planning services for individuals at all stages of life, from those just starting out to those nearing retirement. The firm's advisors work closely with clients to understand their financial situations and develop personalized financial plans. Services include wealth planning solutions and financial planning technology designed to help clients achieve their long-term financial goals through education, communication, and ongoing service. IIS Financial Services distinguishes itself by its independence, allowing the firm to select the most appropriate coverage and investments to meet each client's needs. The company emphasizes a collaborative approach, building long-term relationships based on trust, integrity, knowledge, and service. For more information, visit IIS Financial Services at iisfinancial.com. Securities and advisory services are offered through Cetera Advisors LLC, a member of FINRA and SIPC. Cetera is a separate entity from IIS Financial Services.