Pragmatic wealth management for families and individuals
Pragmatic wealth management for families and individuals
The advisors at York Investment Partners specialize in providing comprehensive investment and wealth management services to individuals and families with an emphasis on multi-generational families and family businesses.
We take the time to get to know our clients and respond to their needs, concerns and goals. Our mission is to develop trusted relationships that continue through generations.
We promise each client a team approach dedicated to providing personalized and sophisticated investment strategies. In addition, we bring a full range of resources that help ensure our clients feel confident.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions
- Insurance & Annuities
- Legacy Planning
- Wealth Transfer
- Risk Management
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
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- York Investment Partners: 298 York Street Unit 2 York, ME 03909
- T: 207.337.6033
- F: 207.361.4320
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. York Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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