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"Helping You Manage, Grow,
and Preserve Wealth"
Choice Investments
325-D Kennedy Memorial Dr.
Waterville, ME 04901
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

A Comprehensive Approach to Financial Preservation & Growth

Located in Waterville, Maine near the banks of the Kennebec River, Choice Investments provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to families, businesses and nonprofits throughout the state of Maine.

Our team has more than 50 years of combined experience within the financial services industry. All are active community members and natives of Maine. Our approach is inviting, helpful, compassionate, comprehensive and confidential.

Financial Investment Services Include:

  • Diversified Asset Allocation & Portfolio Management
  • Wealth Management Advisory Services
  • Retirement Income Planning
  • Trust & Nonprofit Endowment Management
  • Alternative Investments
  • Family Protection: Insurance, Estate & Trust Planning
  • Tax & Legacy Planning
  • Small Business Succession Planning 

Take the Next Step Toward Your Financial Preservation and Growth

Contact Choice Investments for a complimentary and confidential wealth management consultation.

Serving the Greater Waterville, ME Area, including Oakland, Winslow, Fairfield, Belgrade, Augusta, Gardiner and Hallowell, ME

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