Working toward your goals It starts with a strategic plan

James Edward Vicenzi, CFP®

Vice President - Wealth Management

phone

207-791-5552







address

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.



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