Back Cove Financial logo — Honest, Independent, Experienced

Back Cove Financial

Honest, Independent, Experienced

Founded 2001 United States United States 10 employees Financial Services, Wealth Management

General Information

Company Name Back Cove Financial
Founded Year 2001
Location United States United States +1
Employees 10
Industries Financial Services, Wealth Management
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About 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.

Taxonomy: Wealth Management, Financial Planning, Investment Management, Retirement Planning, Insurance Planning, Tax Planning, Estate Planning, College Savings, Portfolio Management, Corporate Retirement Plans, Small Business Expertise, Women and Investing, Performance Monitoring, Budget Analysis, Cash Flow Analysis

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FAQ About Back Cove Financial

Honest, Independent, Experienced
Back Cove Financial was founded in 2001.
Back Cove Financial is headquartered in United States.
Back Cove Financial operates in the following industries: Financial Services, Wealth Management.
Back Cove Financial has approximately 10 employees.
Top alternatives and competitors to Back Cove Financial include Legacy Planning Partners, The Manning Companies, Senior Planning Advisors, Strategic Retirement Plans, MOR Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Back Cove Financial and Legacy Planning Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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