AUBURN — Casco Bay Wealth Advisors announces the opening of their new offices at 155 Center St. in Auburn.
CBWA was founded in December 2013 by six financial advisers who previously were with Northeast Financial Services. Their firm’s name reflects their focus on helping to manage all aspects of their clients’ financial life, including retirement planning, risk management, estate planning, taxation and business planning. Norm Poulin, Christian Bishop, Kevin Carbin, Leslie Couper, Stephen Goldsmith and Mary Holmes are the principals of CBWA.
In addition to their new offices in Auburn, they have offices at 53 Baxter Boulevard in Portland, 261 Bath Road in Brunswick and 59 Howard Charles Road in Lovell. They also have satellite meeting offices in Augusta, Bethel and South Paris.
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