Kevin Frisbie is the founder and president of Frisbie & Associates, a comprehensive financial services firm with locations in Lewiston, Brewer, and Rumford. When Kevin originally launched his practice, he worked with a strong focus in the area of strategic planning for social security and retirement. Since that time, he has expanded his office and team to address virtually every personal insurance need an individual, business, or family may have throughout the entire course of their lives.
Operating as an Investment Advisor Representative, Kevin is free to act solely in the best interests of his clients. He believes in a holistic approach to financial planning. As a former baseball coach, Kevin has always had the heart of a leader and mentor. These traits, combined with a vast knowledge of the industry, has helped him develop a passion for guiding his clients on their path to financial security. Kevin’s drive to educate and inform makes him a truly unique and gifted financial advisor.
Kevin has also assembled a team of experienced insurance professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security and retirement strategies, long-term care, Medicare planning, group and individual health insurance, and employee benefits. Collectively, this group brings well over 100 years of industry expertise to the table, ensuring that whatever needs a client may have, Team Frisbie will meet.
Kevin presents informational workshops on a variety of topics including: Asset Preservation, Social Security Planning, Long Term Care, Financial Wellness for Employees, How to Manage Your Money During Times of Unexpected Transition, and Fundamental Financial Literacy. He is a motivational speaker and has recently published his first book, Every Dime Every Day.
Kevin was born and raised in Rumford, Maine. He resides in Lewiston with his wife, Erika, who oversees the operations of their property management company. They enjoy spending time with their son, Mitchel, travelling, entertaining, and supporting a number of local charitable organizations.
Credentials, Achievements, and Involvement:
- Investment Advisor Representative (Series 65)
- Life and Health Insurance Licensed in ME, NH, VT, MA
- Certified in Medicare and Long-Term Care Planning
- 10 Consecutive Years as Million Dollar Round Table Qualifier including: Eight Consecutive Years MDRT Court of the Table & MDRT Top of the Table
- Member of NAIFA (National Association of Insurance and Financial Advisors)
- Member of the Lewiston Auburn Metropolitan Chamber of Commerce
- Member of the River Valley Chamber of Commerce
- Published Author, Every Dime Every Day – Kevin Frisbie; February 2018
“You have to give yourself permission to make your life better. Saving money is hard because you’re investing in yourself – your future self.”
Email Address firstname.lastname@example.org
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Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.