Millennials & Money; How Financial Planners are Catering to a New Generation of Investors

Authors

Renee Cordes

Source

Mainebiz

Date

5-14-2018

Volume Number

VOL. XXIV NO. X

Pages

18-21

Abstract

Focus piece about Maine financial planners catering to the millennial generation.

Subjects

Financial planners, investors, Greater Portland Council of Governments, millennials, Amanda Rand, Spinnaker Trust, Ben Lake, Scott Mazuzan, F.L. Putnam Investment Management Co., Tom Manning, XY Planning Network, David Robinson, Smith Wealth Advisers

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