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Today’s financial environment can be overwhelming. There are hundreds of decisions to make when you are looking for a comprehensive approach to managing your money and investments. Whether you are considering retirement, investments, taxes, life insurance, estate planning or college funds you want to work with an experienced and dedicated team. We offer a professional Maine based team familiar with Maine Fiduciary Law and we offer you maximum flexibility and choice in investing with no proprietary relationships.

Paul Wolf
Paul Wolf, MS, CFP®, CLU, ChFC
President of Kennebunk Financial Services
John Gurski
John Gurski, MBA, CFP®
Financial Consultant
Ryan Hale
Ryan Hale, CFP®
Financial Consultant
  Koriahn Quint
Koriahn Quint
Executive Assistant and LPL Representative
Julia Carbone
Julia Carbone
LPL Registered Administrative
Associate

Derek Simkowitz
Derek Simkowitz
LPL Representative and Kennebunk Savings Bank Senior Sales and Service Rep
 
  Catherine Nelson
Catherine Nelson
Receptionist, Office Manager and Vice President of First Impressions
   

You can contact any staff member at 207-985-8300 or toll-free at 877-848-9653.

NOTICE regarding entry of orders: DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your LPL Representative at (207)985-8300.

 


Securities & Insurance Products are offered through LPL Financial, and it's affiliates, Member FINRA/SIPC. Kennebunk Financial Services and Kennebunk Savings Bank are not affiliated with LPL Financial. These products are not a deposit, are not FDIC insured, not insured by any federal government agency, not guaranteed by the bank or any affiliate, and may be subject to investment risk, including possible loss of value.

LPL Financial Corp (LPL) is the nation’s number one independent broker/dealer based on total revenues*, with over 900 staff members headquartered in Boston and San Diego. LPL has over 5,100 investment professionals located in offices and financial institutions throughout the United States and has custodied assets in excess of $65 billion.

*As reported in Financial Planning magazine, June 1996-2007, based on total revenues.