Back Cove Financial is an independent wealth management firm that serves individuals, families, and businesses. Their mission is to provide honest, independent, experienced financial advice. They define their success by their positive impact on people’s lives and are driven by their commitment to their clients, employees, and community. Back Cove Financial holds themselves accountable to their environmental, economic, and social impacts through an emphasis on community involvement and sustainable action. Together their team works towards the common goal of maintaining a paperless office, avoiding single use products, composting, recycling, utilizing an EV charging station, and holding one of Maine’s only CSRIC designees. They strive to provide a work culture that commits to the prosperity of their employees by offering 401k match and profit sharing, maternity, and paternity leave, work from home flexibility, and continuing education. They are committed to equitable access of financial advice and offer a wide variety of personalized programs and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/ SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
Keywords: Wealth management, financial planning, retirement planning, 401K, debt management, investment planning, Roth, RMD, insurance planning, investment strategy, college savings, insurance, stock options, SRI, tax planning, asset allocation
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 106.1
