Our Story

A Network of Strength

You get personalized and seasoned guidance.

At HUB Investment Services, we offer you the sum of our collective knowledge and capabilities from our interconnected network of experienced financial professionals in Maine, the Northeast, and across the country.

Focused on Delivering Better Outcomes

Our core focus is on helping maximize your fiduciary protection, putting our investment knowledge to work for you, designing a plan to maximize satisfaction, and helping your employees make better financial decisions.

Meet Our Team

A History of Success

Decades of experience and knowledgeable advice.

We have been serving the needs of our personal and corporate clients since 1988. We are holistic financial planners who work with individuals and families to lay the groundwork for success through all phases of life. In addition, we help employers manage risk with retirement plans and seek to deliver optimum investment options and services, and improve employees’ retirement readiness.

Our Mission and Values

Our mission is to protect and support the aspirations of individuals, families, and businesses. We empower our employees to learn, grow, and make a difference in their communities. We are united by our core values.

Integrity and Service

We do the right thing every time and deliver outstanding service to our customers, communities, and colleagues.

Entrepreneurship

We encourage innovation and educated risk-taking.

Teamwork and Accountability

We work together to maximize our results, and we measure and take responsibility for outcomes.

Put Our Investment Skills to Work for You

Give us a call to learn how we can design a plan to help maximize your satisfaction.

Schedule A Call