4. QUALITY EDUCATION

Saco financial firm adds senior advisor to the roster – Mainebiz

Written by Amanda

A Saco firm, S&B Financial Services, has added three new employees to its team, including a senior advisor.

S&B Financial Services

Sandy Bailey

Sandy Bailey has joined S&B Financial Services as a senior financial advisor, certified financial planner, chartered retirement planning counselor and accredited domestic partnership advisor. 

Bailey helps clients organize, understand and better control their current and future financial goals. Whether her clients are employers, employees, retired, or just beginning, she believes everyone should have someone who can help them plan their financial future. 

Before joining S&B Financial Services in November 2022, Bailey spent the last 12 years as an independent financial consultant for Cetera Investment Services LLC and was previously a financial advisor at TD Bank. 

Bailey earned a bachelor of science degree in elementary education from the University of Southern Maine. She went on to earn a certificate of advanced study in financial planning from Merrimack College. She also holds several financial securities licenses.

S&B Financial Services also announced Samuel Kany has joined the firm as a certified financial advisor and Crysta Frost was brought on board as a financial services administrative assistant. 

Source: news.google.com

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Amanda

Hi there, I am Amanda and I work as an editor at impactinvesting.ai;  if you are interested in my services, please reach me at amanda.impactinvesting.ai