Personal

Investment & Wealth Management

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Whatever tomorrow brings, you’re invested in your future and the sooner you start making plans, the more comfortable and rewarding that future can be. Start by talking to the experienced financial consultants of Gorham Financial Group. The GFG team offers access to financial planning and investment advice through LPL Financial, a registered investment advisor, tailored to fit your short and long-term goals.

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Estate Planning

Estate planning is a way to manage your financial priorities. Working with you and your other advisers, we will pursue all appropriate estate and tax-planning options to help protect, preserve and pass on your wealth.

Stocks And Bonds

What to buy? When to sell? Wall Street can be a confusing place. The investment professionals at Gorham Financial Group guide you through your investment options and carefully review and monitor all investment products to make sure they meet our high standards…and yours. Personalized attention and expertise – that’s Gorham Financial Group’s stock in trade.

College Funding

It’s never too early to start planning for your child’s education. Time flies and college tuition becomes more expensive. The good news is that saving for college has become easier thanks to state savings programs, federal tax incentives and education savings accounts. Let the Gorham Financial Group team walk you through all the college funding options available to you.

Life Insurance

Financial security is essential during difficult times. It’s important to manage the risk of loss with the appropriate level of life insurance. The insurance professionals at Gorham Financial Group can develop a personalized plan that helps you and your loved ones have peace of mind.
Guarantees are based on the claims paying ability of the issuing company.

Fixed Annuities

Annuities are tax-deferred contracts that help you save for retirement or establish a steady income stream once you are retired. All annuity contracts are issued by insurance companies. To learn more and discuss whether an annuity investment is appropriate for you, contact one of the investment representatives from Gorham Financial Group today.
Guarantees are based on the claims paying ability of the issuing company.

CONTACT A GORHAM FINANCIAL GROUP REPRESENTATIVE:

Corey Woodhead
corey.woodhead@lpl.com
(207) 222-1497

Jim Goodbody
james.goodbody@lpl.com
(207) 222-1422

Important Consumer Information:

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gorham Savings Bank and Gorham Financial Group are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, IN, ME, MA, NH, NY, VT

The investment products sold through LPL Financial are not insured Gorham Savings Bank deposits and are not FDIC insured. These products are not obligations of Gorham Savings Bank and are not endorsed, recommended or guaranteed by Gorham Savings Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Gorham Savings Bank and Gorham Financial Group are not registered broker/dealers and are not affiliated with LPL Financial.

NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY