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Joseph R. Poirier, CFP®

Joseph R. Poirier, CFP®

Financial Advisor

Office: (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 earned his Bachelors in Finance from the University of Southern Maine.   Joe is a member of the prestigious Million Dollar Round Table. 
 
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 has combined 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 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 is a past Treasurer of the Lewiston Education Fund and past board member of the L/A Metro Chamber of Commerce Regional Image Committee. 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 he and his wife Samantha have a 6 year-old daughter Nataleigh and a 4 year old son Lincoln.

 

Joseph R. Poirier is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC.  Financial Compass Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.  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.  AGE  153399 (05/20) (exp 05/22)

 

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Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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