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James Heavey Wealth Advisors, LLC

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1 Park Drive
Rockland, ME 04841
james@jheaveywealth.com
207-593-3280

There are many types of retirement plans available. Each type of retirement plan has its own benefits, features, levels of complexity and costs. Some are designed for large companies; others, for smaller enterprises. We are here to help you choose a plan that is tailored to meet the needs of your business. James Heavey Wealth Advisors, LLC, is licensed as an investment adviser with the state of Maine. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.