Moving Forward, Giving Back with Our Monthly Giving Program

    We are committed to serving our community and our clients. We dedicate our gifts of time, talent, and treasure to many deserving charitable organizations throughout our communities.  

    We established a monthly giving program that allows us to benefit charities. Each month we make a $750 donation to an organization selected by a team member, always keeping in mind the charities suggested by our clients.

    As of April 2024, we are pleased to announce that we have donated over $100,000 to charity!  Brett Saide, CFP® has chosen to donate to Maine Adaptive Sports and RecreationMaine Adaptive seeks to break down barriers to sport and recreation throughout Maine for children, adults, and veterans with disabilities to develop skills, enhance independence, and provide enjoyment through active recreation.

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