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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

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Office Addresses:

30 Donald B Dean Drive
South Portland, ME 04106

Office Contact:

(Main) 800-777-5244

Let’s take your next financial step together!

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Story

At HUB Retirement and Private Wealth – South Portland, we have been serving the needs of our personal and corporate clients since 1988. We offer a range of services to address the needs of a wide spectrum of clients. Our primary areas of proficiency are providing fiduciary services in personal planning, wealth management, and corporate retirement plan services.

We are holistic financial planners who work with individuals and families to lay the groundwork for success through all phases of life. We will review all phases of your financial life, from asset growth and accumulation to retirement planning, estate planning, risk management, business planning, and taxation. Our consultative team approach to investment and advisory services means that we work with you on an ongoing basis to monitor and manage your investments, and we continually look for new and creative ways to grow your wealth.

In addition, we help employers manage risk with retirement plans that deliver optimum investment options and services, and improve employees’ retirement readiness. Our core focus is on helping employer’s maximize their fiduciary protection, putting our investment knowledge to work for them, designing a plan to maximize satisfaction, and helping their employees make better financial decisions.

The Financial Professionals of HUB International New England LLC provide securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. TPA services offered by HUB International are separate and unrelated to Commonwealth. 30 Donald B Dean Drive, South Portland, ME 04106 (207) 829-3450

Hub International New England and Hub International are separate and unrelated to Commonwealth Financial Network.

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.

Financial Consultants

Upcoming Events

Take a look at upcoming events hosted by our firm.

Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

Market Commentary: Staying Steady Amid the Swings

Market Commentary: Staying Steady Amid the Swings

April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.

Office Information

Hours of Operation:

Mon – Fri: 8:30 AM – 4:30 PM EST

Office Addresses:

30 Donald B Dean Drive, South Portland, ME 04106

Office Contact:

(Main) 800-777-5244

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.