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You Deserve Financial Excellence, Maine and New Hampsire

You Deserve Financial Excellence, Maine and New Hampsire

Wherever you want to go, I'm ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

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

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About Me

About Me

I will work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. With my collaborative and transparent methods, I want you to always know where you stand.

Meet John Fontana

How I Help

In addition to working together, I'll help you make your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible advisor to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

I can create a portfolio that's designed to fit your lifestyle.

Taxes

I have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let me help you build for tomorrow.

Speak with your neighborhood advisor to learn how <strong>I help you reach your financial goals.</strong>

Speak with your neighborhood advisor to learn how I help you reach your financial goals.

What Sets Me Apart

I love to help navigate the intersection of life and financial preparation. With me at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

Call Us

(207) 329-8417


Address

3 Harrison Road

Bridgton, ME 04009