Your life is uniquely your own. Your financial plan should be as well. Our role is to help you align your financial decisions with your life goals, the people you care about, and the causes you believe in.
Office Address:
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Merchants Financial Center
4608 Tutu Park Mall, Suite 202
St. Thomas VI, 00802-1816
Mailing Address:
PO Box 67
Pembroke, Maine 04666
Phone:
- (340) 776-1400
E-mail:
Newsletters
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.