Maitland Financial Group Revenue

About Maitland Financial Group

Maitland Financial Group is committed to building its clients' wealth through ownership, and to ensuring that each client understands—and is proud of—their financial portfolio. Equipped with the knowledge that financial advisors are also "life planners," Maitland’s expansive view extends not solely to the bottom line, but also to each client’s unique needs, values, and goals through all phases of life. By taking this 360-degree approach, Maitland helps its discerning clientele shape and implement long-terms plans that may include investing and planning for retirement, home ownership, and funding tuition or education needs. Eschewing one-size-fits-all solutions, Maitland Financial Group draws upon an array of tools to serve its clients, including Roth IRAs, 401(k) or IRA rollover services, and meticulously crafted investment portfolios featuring strategic, hand-picked securities and bonds. With an emphasis on strategic long-term planning and asset management and a dedication to clear and consistent communication, Maitland Financial Group is led by Barbara Maitland, who has been reaffirming her clients’ trust for the past 25 years. Securities offered through LPL financial, member SIPC (sipc.org). Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and Maitland Financial Group are separate entities from LPL Financial. The financial professionals associated with Maitland Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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