Jeffrey Truchon is a financial advisor with a focus on developing financial plans and benefit packages for individuals, families, and small business owners throughout Maine. His natural energy and outstanding level of service offer a fresh perspective when considering the options for retirement and financial planning, personal insurance, and legacy preparation. Through his education and management background, Jeffrey has gained a comprehensive perspective on tending to his clients’ primary needs and concerns by focusing heavily on building and strengthening relationships.
Jeffrey works diligently with his clients and their families to deliver retirement and financial solutions that are designed with safety, growth, and control. He holds both his Series 65 and Life and Health licenses and is committed to acting solely in the best interest of his clients. As an independent advisor, he is free to work with multiple insurance carriers to be able to offer his clients the most competitive products in the industry. His holistic approach allows him to utilize the services of elder
law attorneys, CPAs, and other professionals while providing direction on:
• Fee only wealth management
• Investment strategies built to weather market fluctuations
• Protecting and preserving hard-earned assets
• Structuring retirement plans to provide a guaranteed income for life
• Passing estate to heirs in the most efficient and least costly manner
Jeffrey is a native to Maine and grew up in Greene. He holds a strong passion for helping others and is involved in numerous community and non-profit endeavors. His number one priority is to build and foster relationships through trust, integrity, and communication.
In his spare time, Jeffrey likes to play soccer, golf, and enjoy all there is to do in Maine with his wife AmyLou Truchon and their golden retriever – Brewer.
Professional Credentials & Community Involvement
Investment Adviser Representative (Series 65)
Maine Life and Health Insurance License
Member of the National Association of Insurance and Financial Advisors
B.A. degree, Business Administration, Husson University, Bangor, ME
Supporter of the United Way Foundation
“My responsibility lies in educating and providing clients with unbiased asset management and retirement strategies. When working with individuals, my goal is to offer solutions and be a trustful resource so they can have financial peace of mind”
Email Address email@example.com
Learn More About Our Team Below!
Affiliates of Frisbie & Associates
MBA, CRC Plymouth, MA Investment Advisor
Hanson Financial Services Investment Advisor Saco, ME
New England Financial Services Falmouth, ME
Huot Financial Services, LLC
Financial Advisor Saco, ME,
Chad & Heather Dion
Life Insurance with Living Benefits