Letteney Financial Advisory, LLC, opened at the beginning of 2020 in Waldoboro, off Old Augusta Road.

The firm specializes in preparing and guiding their clients through all stages of their financial lives, aiming to create informed investors and business owners.

Letteney Financial Advisory, LLC wants to offer individuals and business owners within the community a high level of personalized service when planning for and through retirement, according to the firm, in a news release.

“ The firm will work with you to strategize a comprehensive approach to your retirement and investment goals,” said the release. “Customer service is the heart and soul of Letteney Financial Advisory, LLC, and we strive to make sure every client knows how valuable they are.”

Letteney Financial Advisory, LLC currently has one advisor, Jim Letteney, with seven years of experience in financial planning and three years of experience in banking.

“Jim will be more than happy to talk with you about reaching your personal financial goals or the goals for your business and its employees,” said the firm.

You can contact Letteney Financial Advisory, LLC, through their website: letteneyadvisory.com; email: jim@letteneyadvisory.com; or via phone (518) 258-9639.