Estate planning is a way to manage your financial priorities during your life and beyond. Working with you, your attorney and your accountant, we will pursue all estate and tax-planning options to help protect and preserve your wealth.
What to buy? When to sell? Wall Street can be a confusing place. The investment professionals at Gorham Financial Group guide you through your investment options. Gorham Financial Group advisors carefully screen and monitor all investment products to make sure they meet Gorham Financial Group's high standards…and yours. Personalized attention and expertise -- that’s Gorham Financial Group's stock in trade.
It’s never too early to start planning for your child’s education. Time flies and college tuition continues to soar. The good news is that it’s become easier for families to save for college thanks to state savings programs, federal tax incentives and education savings accounts. Let the Gorham Financial Group team walk you through all the college funding options available to you.
The loss of a family member is tough enough to bear without it jeopardizing a family’s financial security. That’s why it’s so important to manage the risk of such loss with appropriate life insurance. The insurance experts at Gorham Financial Group can develop a personalized plan that helps you and your loved ones prepare for the unexpected.
Annuities are tax-deferred contracts that help you save for retirement or establish a steady income stream once you are retired. All annuity contracts are issued by insurance companies. To learn more and discuss if an annuity investment is appropriate for you, contact one of the investment representatives from Gorham Financial Group today.
Important Consumer Information:
This site is for informational purposes 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.
Gorham Financial Group is a name used by INVEST Financial Corporation (INVEST), member FINRA/SIPC a registered broker-dealer and investment advisor, in offering securities, advisory services and insurance products through INVEST and affiliated insurance agencies. INVEST/Gorham Financial Group is not affiliated with Gorham Savings Bank. INVEST does not provide tax or legal advice. Products offered through INVEST and affiliated insurance agencies are:
|NOT FDIC INSURED||NO BANK GUARANTEE||NOT A BANK DEPOSIT||MAY LOSE VALUE|
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|