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Investment & Financial Planning products and services

Gorham Financial Group provides access to investment and financial planning services through an arrangement with INVEST Financial Corporation (INVEST), one of the nation's leading providers of investment products and services through financial institutions. The Gorham Financial Group, Kristi Frates and Corey Woodhead (registered representatives of INVEST Financial Corporation), are available to meet with you, at a time and location that's most convenient to you. Both Kristi and Corey can help you...

  • Review your portfolio
  • Make investment decisions
  • Discuss a long-term financial plan.

Please contact Kristi Frates or Corey Woodhead today, let them help you plan for the future!

Contact a Gorham Financial Group representative today:

GFG Representatives
E-mail
Address
Branch Locations
Kristi Frates kristina.frates@investfinancial.com

-Gorham
-Waterboro
-South Portland
-Standish
-Marginal Way

Corey Woodhead corey.woodhead@investfinancial.com
-W. Falmouth
-Long Wharf
-Scarborough
-Windham
-Marginal Way
Phone:
(207) 839-4796

 

NOTE: E-mail is not considered a secure form of communication. Please refrain from transmitting confidential and personal information such as SSNs and account numbers. For more detailed information, please refer to our Online Banking Agreement and Disclosure

 

Securities, advisory services and insurance products are offered through INVEST Financial Corporation (INVEST), member , FINRA, SIPC and registered investment adviser and affiliated insurance agencies. Gorham Savings Bank has entered into a third party arrangement allowing INVEST/Gorham Financial Group to offer securities to bank customers. Gorham Savings Bank is not affiliated with INVEST or Gorham Financial Group. Products are:

NOT FDIC INSURED NOT BANK GUARANTEE NOT BANK DEPOSITS MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Important Consumer Information:
This site is for informational purposed only and is not intended to be a solicitation or offering of any security and:

Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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INVEST FINANCIAL CORPORATION'S PRIVACY POLICY