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American Express Financial Advisors is engaged in financial planning for individuals and small businesses. The company was established in Maine in 1988. The company employs 2 people. Mr. Maurice R. Moreau is the Senior Financial Advisor. Any questions or problems should be directed to the attention of Mr. Moreau.
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A BBB Accredited Business since
BBB has determined that Michelle M. Maki, CLTC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Michelle M. Maki, CLTC include:
- Length of time business has been operating
- No complaints filed with BBB
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Maine Department of Professional & Financial Regulation
35 State House Station , Augusta ME 04333
Phone Number: (207) 624-8500 or TTY: Maine relay 711
Fax Number: (207) 624-8690
The number is PRR61894.
Type of Entity
Franchisee Principal Ameriprise Financial
Business ManagementMiss. Michelle M. Maki, Owner
Number of Employees
FINANCIAL PLANNING CONSULTANTS ANNUITIES STOCK & BOND BROKERS INSURANCE Other Management Consulting Services (NAICS: 541618)