Referral Directory

We at Smith & Associates work with many professionals in a variety of industries and here is a list of other companies we use or recommend.

Investment Advisors

Ameriprise Financial

Yarmouth, ME

Leigh Daggett, CHFC 
(207) 846-3399
leigh.d.daggett@ampf.com

Edward Jones

Falmouth, ME

Seth Cheikin, AAMS
(207) 781-5057
seth.cheikin@edwardjones.com

Financial Planning

Back Cove Financial

Falmouth, ME

Sarah J. Halpin, CFP

(207) 541-9500
sarahhalpin@backcovefinancial.com

Back Cove Financial

Falmouth, ME

Jack Zinn AIF

(207) 541-9500
jzinn@backcovefinancial.com

Back Cove Financial

Falmouth, ME

Christine Byrne, CRPS

(207) 541-9500
cbyrne@backcovefinancial.com

Business Brokers

Certified Business Brokers of Maine

Portland, ME

Steve Strand, CPA

(207) 838-3118
sstrand@cbbofmaine.com

Tounge Associates

Portland, ME

Jeff Tounge

(207) 712-1452
jtounge1@maine.rr.com

Attorneys

Beagle & Ridge, LLC

Portland, ME

Martin Ridge, Esq.

(207) 773-1751
mjr@beagleridge.com

Pierce Atwood

Portland, ME

Barbara Wheaton, Esq.

(207) 791-1339
bwheaton@pierceatwood.com

Payroll Services

Bangor Payroll

Portland, ME

Amber Bowley

(207) 522-2951
amber.bowley@bangor.com

Yarmouth Payroll Plus

Yarmouth, ME

Jenna Stull

(207) 846-6806
payroll@yarmouthpayroll.com

Computer/Web Specialists

 Hall Internet Marketing

Scarborough, ME

Tom Hall

(207) 956-0020
tom@hallme.com

Compass Technology Managers

Freeport, ME

Douglas Skolnekovich

(207) 319-7643
douglas@compasstm.com

Benefit Specialists

Ameriprise Financial

Yarmouth, ME

Leigh Daggett, CHFC

(207) 846-3399
leigh.d.daggett@ampf.com

Cross Benefit Solutions

Portland, ME

Paul Allen, CLU, ChFC

(207) 523-2447
psallen@crossagency.com

LMR Insurance

Yarmouth, ME

Linda M. Ricchio

(207) 846-3586
ricchiol@lmrinsurance.me

Bookkeeping Specialists

SumRiver

New Gloucester, ME

Sarah Tilton
(207) 272-0878
sarah@sumriver.com

balanced

Yarmouth, ME

Jill Butler
(207) 329-4323
jill@balancedpartners.com 

Erika Cheever                                        (207) 607-0922 erika@balancedpartners.com