A plan tailored for you For the goals you want to accomplish

Argosy Wealth Management


phone

207-947-4543
800-432-1703



phone

855-854-9536



address

One Merchants Plaza
Third Floor
Bangor, ME 04401



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


Bob Allen has been recognized as an industry leader.

  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
  • Barron's Top 1,000 Financial Advisors, 2012, 2013



Insights

 
 
Get a clearer view of your wealth. With My Total Picture, a feature of UBS Online Services, you’ll be able to see your financial information all at the same time.
 
 
Mike Ryan, Chief Investment Strategist, Wealth Management Americas, gives his outlook for investors in the fourth quarter.

Art Cashin on the markets

Top of the Morning daily podcasts