Contact Us
Initial Meeting Questionnaire -
Available in the Adobe PDF format. Click link to download.
Maine - Click Here for Directions to Our Portland Office
Susan Veligor, CFP®
70 Center Street, 2nd Level
Portland, ME 04101
tel 207.772.8133
fax 207.772.8139
New Hampshire - Click Here for Directions to our Newington Office
Jill Boynton, CFP®
70 Old Post Road
Newington, NH 03801
tel 603.431.1133
fax 603.431.1139
Getting Started
We offer a complimentary initial appointment. At our meeting you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives and explore ways to achieve them. We strive to create an environment of trust that supports a partnership for attaining your goals.
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Contact Information
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New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
