James E. Bradley, CFP^®

At Penobscot Financial Advisors, our team of trusted advisors recognizes that there are no quick solutions or shortcuts to help you pursue your financial goals. We understand that every client is different. There are those who have a clear financial strategy, others who have no defined direction and those in between. Therefore, we follow a disciplined, holistic approach to wealth management that includes an extensive review of your financial circumstances. Simply put, we need to get to know you. We not only take look at your assets and liabilities, but also want to learn about your family, your interests, your passions and your lifestyle. Whether your financial goals include planning for retirement, accumulating wealth, preparing for your child’s education, or building a second home, designing the right financial plan is one of the most important steps in achieving your goals. Through in-depth conversations we form the foundation necessary to craft and manage a financial strategy that serves your unique goals and objectives. Relationships are the cornerstone of Penobscot Financial Advisors. We are committed to ensuring those relationships are comfortable and built on lasting trust and integrity.

Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes