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Joseph R. Poirier, CFP®

Joseph R. Poirier, CFP®

Financial Advisor

Phone: (207) 333-3754
Fax: (207) 786-2508
E-mail:
 

Joseph Poirier is a highly respected Certified Financial Planner™ professional for Financial Compass Group, LLC and past Treasurer of the Lewiston Education Fund. For Joe, the concept of helping others build their financial futures was in his blood, as he started working in the family financial services firm at the age of 10, learning the business from the ground up.

 

Joe received his Bachelors in Finance from the University of Southern Maine, combining his education and strong financial background to position himself as a caring and competent financial coach. His driving ambition is to help his clients and businesses “cross the finish line” by helping them meet their goals with customized financial strategies.

 

Joe takes great pride in creating a plan for people that’s designed to help them understand what they are really looking for to create a comfortable and fulfilling life and help them follow that plan so in the end, they are at the exact point they imagined when they started. This guidance helps his clients set realistic retirement goals and make their lives more manageable with less stress.

 

Joe has a passion for cars and enjoys yard work around the house.  His favorite pastime is spending time with family and friends, with the family part taking a bigger role as wife Samantha have a 4 year-old daughter Nataleigh and a 2 year-old son, Lincoln.

 

Joseph R. Poirier is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, AXA Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  Financial Compass Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE 135210 (3/18) exp (3/20)

 

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Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck