First Name | Sarah |
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Last Name | Halpin |
Company / Organization | Back Cove Financial |
Primary Contact | Sarah Halpin |
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Website | www.backcovefinancial.com |
Phone | 2078996942 |
Address 1 | 56 Depot Road |
City | Falmouth |
Province / State | ME |
Postal Code | 04105 |
@halpinwithyourmoney | |
https://www.facebook.com/backcovefinancial | |
https://www.linkedin.com/backcovefinancial | linked in |
Service Category
Financial Services
Business Description
Back Cove Financial is an comprehensive and independent wealth management firm that serves individuals, families, and businesses. Their mission is to provide honest, independent, experienced financial advice. They define their success by their positive impact on people’s lives and are driven by their commitment to their clients, employees, and community. Back Cove Financial is a certified B corp and committed to a high level of business integrity and stakeholder governance.
Family Business History
2018 Back Cove Financial SARAH HALPIN, CFP® PARTNER, WEALTH ADVISOR CERTIFIED BUSINESS EXIT CONSULTANT® CERTIFIED PLAN FIDUCIARY ADVISOR® SOPHIE HALPIN, CFP® (she/her) CHARTERED SRI COUNSELOR™ FINANCIAL ADVISOR
Get in touch with us via phone, email, or online contact form, and we’ll be in touch to discuss the ways in which we can work together.
P.O. Box 3364
Portland, Maine 04104 USA