Common Contracts
1 similar Financial Planning Services Agreement contracts
FINANCIAL PLANNING SERVICES AGREEMENTFinancial Planning Services Agreement • March 25th, 2020 • Maine
(herein referred to as “Client”) and Penobscot Wealth Management d/b/a Penobscot Financial Advisors, a registered investment adviser, whose mailing address is One Monument Square, Suite 501, Portland, Maine 04101 (herein referred to as the “Advisor”), to provide Client with financial planning services as indicated in Item 1 of this Agreement. This Agreement becomes effective on the date in which the Advisor receives the signed Agreement. The terms and conditions of this Agreement are as follows:
