We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so that they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs. Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. Our results are thoroughly professional and our approach is purely personal.
In 1948, George V. Mendall became a stock broker in Augusta, Maine. This started the chain of family events leading to the present independent firm of The Mendall Financial Group. Securities are offered through Raymond James Financial Services, Inc. Here is our story:
1948 George (a.k.a. Georgie) started as a stock broker.
1954 George Mendall sells his first share of Sugarloaf stock to then Governor Edmund Muskie.
1987 Howe, Mendall, Nichols & O'Brien formed.
1982 Nina Mendall, Georgie's daughter-in-law, joined the business with Georgie as
1987 October: "Black" Monday.
1990 Nina Mendall became a CERTIFIED FINANCIAL PLANNER™ professional.
1997 Mendall and Hastings formed
2010 Peter Mendall became a CERTIFIED FINANCIAL PLANNER™ professional.
2012 The Mendall Financial Group was established.
2014 Kimberley Mondonedo became a CERTIFIED FINANCIAL PLANNER™ professional.
CERTIFIED FINANCIAL PLANNER™
Financial Advisor, Wealth Manager
Senior Client Service Manager
Client Service Specialist
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.