Independence Being independent and affiliated with an independent broker/dealer (Commonwealth) allows us to act in our clients’ best interest; there is no pressure for us to promote any specific proprietary products or strategies. With no quotas to meet and no parent company dictating how to operate, we can focus solely on doing what is best for our clients and building long-term relationships.
Experience Duncklee & Nott (and the predecessor “Jim Duncklee & Associates&rdquo has been serving the central Maine community for more than 30 years. Our experienced team fosters partnerships with you to identify goals, build strategies, and execute action plans to help achieve objectives. We have been through market highs and lows with our clients, and help keep them focused on their goals through difficult times.
Relationships Taking a genuine interest in our clients helps us do our job better. The more we know about our clients, the more we can tailor advice and make recommendations that will help them achieve their goals. Phone calls, emails, annual reviews, and paying attention to the details that affect your future are important to staying up to date with our clients.
Megan Bourque Duncklee & Nott 19 Central St Hallowell, ME 04347
