Ed Foley
Co-Founder at Saco River Financial
- Role
- Co-founder at Saco River Financial
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Ed Foley
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help pursue your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential Advisors, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover:• Retirement planning• Education planning • Estate planning strategies • Risk Management • Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow StatementsEd Foley is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Saco River Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Co-founder
Jan 2022 — Present · Saco, ME, US
Skills
- Employee Training
- Marketing
- Associate Certified Entomologist
- Account Management
- Integrated Pest Management
- Financial Planning
- Marketing Strategy
- Team Building
- Management
- Sales
- Strategic Planning
- Training
- Customer Satisfaction
- New Business Development
- Retirement Planning
- Customer Retention
- Customer Service
- Investment Strategies
- Leadership
- Sales Management
- Business Development
- Inventory Management
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