Financial & Investment Services Hours: 8:30-5:00 Driving Directions: Take exit 18 off of I-89 head towards Hanover for approximately 4.3 miles, turn left onto Lebanon Street. At the end of Lebanon Street, turn Left. At the next light, Charter Trust will be on the left
Investment Management Services
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About Us
The Bar Harbor Difference
Since 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. This is unique in today's pre-packaged financial services environment. We know it works because generations of our clients tell us how much they trust and rely on the relationship they have with us. We are singularly focused on achieving your financial goals and work every day to earn your trust.
Our clients know that their financial future is in reliable hands. Each client is serviced by a three-person team - a Wealth Advisor, an Investment Manager, and a Wealth Administrator. The team will engage in-house Tax and Financial Planning professionals when necessary. This is all done on a fee-based compensation model and because the team has no competing interests, it acts solely in the client's best interest. Images
