Working toward your goals It starts with a strategic plan
James Edward Vicenzi, CFP®
Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
207-791-5552
One City Center
7th Floor
Portland, ME 04101
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
My perspectives
Insights