Can we help?

If a friend or family member needs objective financial or investment advice, or could benefit from a second opinion on financial considerations, we would invite hearing from them.

Many financial advisors make their living by selling you products under the guise of advice. We do not. Our wealth management model is thorough and comprehensive. This client-friendly business model is complemented by a deep and well-credentialed professional team with over a quarter-of-a-century of experience serving its clients.

For more information or to schedule an appointment, please have your friend or family members call Wendy Laidlaw at R. M. Davis at 207-774-0022.


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