Atlantic Financial Services of Maine

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111 Commercial St
Portland, ME 04101
+1 (207) 775-7200
https://clearsteadtrust.com

Clearstead Trust is a Maine-chartered non-depository trust company based in Portland that offers comprehensive financial solutions to wealthy families, aimed at helping them achieve their financial objectives and build stronger futures. The firm specializes in trust services, investment management, and private wealth management, providing personalized strategies tailored to individual client needs.

With a highly experienced team, Clearstead Trust boasts leadership from industry veterans such as David C. Fulton Jr., a seasoned professional with over 30 years in investment advisory, and Gregory P. Althans, a recognized expert in wealth management and tax planning. The firm's commitment to client service and strategic financial planning positions it as a trusted partner for families seeking to navigate complex financial landscapes.

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"My deceased mother had an account with them. I was beneficiary, they took out of my mother's account and set up an account in my name. I immediately called to close the account and have a check..."
United States›Maine›Portland›Atlantic Financial Services of Maine

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