Kennebunk Investment Services
Investments and Retirement Planning

A comfortable retirement. A college fund for the children. A trust fund for the grandchildren. Whatever your goal, our team of professional financial consultants can help you reach it. We consider all the details, from your tolerance for risk to your tax exposure. With a plan in place, we suggest the financial vehicles to carry it out. Most important, we're local. We're always available, always accountable. Ask us what we can do for you.

  • Investment Management
    Kennebunk Investment Services' primary focus is helping clients assemble and maintain well-diversified, private account portfolios utilizing a variety of investment options including mutual funds, exchange traded funds and private investments, as well as individual stocks and bonds. Taking an active oversight role, we monitor accounts for diversification, quality, growth orientation, and other relevant metrics.
  • Retirement Planning
    We provide assistance with nearly all aspects of retirement planning, including regular, comprehensive assessments of how well your retirement plan is on track towards your retirement goals.
  • Retirement Rollovers
    We can also help you select IRAs and make prudent investment or distribution choices regarding your employer-sponsored retirement plan. If you change jobs, we can often roll over your retirement plan assets to an IRA so you can better control your investments and have access to more investment choices.
  • Wealth Preservation
    We can work with you and your attorney to develop wealth-preservation strategies for effective estate planning. These strategies may include using a legal life estate or bypass trust to take advantage of the credit shelter exemption; reallocating highly appreciated assets between spouses to capture potential maximum benefit of cost basis step-up; converting IRAs; gifting; and naming retirement-plan beneficiaries for maximum tax advantage.

Call 1-877-848-9653 to meet with a financial planner at any Kennebunk Savings office. Or contact one of our professional financial consultants directly.

You may check the background of the investment professionals at Kennebunk Investment Services on FINRA's BrokerCheck.

A Steady Approach

We understand the importance of matching a client's life goals and willingness to assume risk with a portfolio utilizing the minimum amount of risk to attain these goals. We believe that proper diversification and management of risk is critical to the success of any investment program. Our investment approach does not change with market conditions, but rather only with a change in an investor's personal circumstances.

About Kennebunk Investment Services

As an independent firm, we are not restricted by affiliations with specific product vendors, providing us a high degree of objectivity in investment selection. We utilize LPL Financial as our brokerage firm and rely on them for much of our research. LPL Financial was built on the premise that achieving your financial goals depends on unbiased financial advice, timely research, and easy access to the investments and services that best fit your specific needs.

Access your account on the Kennebunk Investment Services LPL website, use the research tools, subscribe to financial bulletins, and more.

Insurance and Investment Products are:
  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not a Deposit
  • Not Insured By Any Federal Government Agency

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