Investments

Estate Planning

Estate planning is a way to manage your financial priorities during your life and beyond. Working with you, your attorney and your accountant, we will pursue all estate and tax-planning options to help protect and preserve your wealth.

Stocks & 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. Gorham Financial Group advisors carefully screen and monitor all investment products to make sure they meet Gorham Financial Group's 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 continues to soar. The good news is that it’s become easier for families to save for college 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

The loss of a family member is tough enough to bear without it jeopardizing a family’s financial security. That’s why it’s so important to manage the risk of such loss with appropriate life insurance. The insurance professionals at Gorham Financial Group can develop a personalized plan that helps you and your loved ones prepare for the unexpected.

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 if 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.