James Clifford

 James L. Clifford

Investor Advisor Representative

of

Royal Fund Management

Full Disclosure 

 

 
 
 

Northpoint Financial LLC

Don't go to "Market" without us!

165 State Street, Brewer, Maine       
Call 207.989.5089          
 
   
 
 
 
 
 
 
  

Welcome! Thank you for visiting our web site.

Hi, I'm Jim Clifford, owner of NorthPoint Financial LLC., an independent Financial Services Company that houses innovative tax and financial strategies.

After more than twenty years of operation, we are proud of the company we have grown to be, and look forward to the future. We strive to help meet the challenges of a constantly changing economic landscape with a firm commitment to integrity, honesty, superior products, and outstanding customer service.

Our comprehensive Wealth Management Plan will address financial/tax planning, estate planning, and legal needs, all in one place for your convenience.  We value the trust and confidence our clients have placed in us over the years and we do not take that responsibility lightly.

Please contact us at 207.989.5089 for your complimentary meeting to see if our team works well with your financial goals..

 A Network of Talent

What We Do

  • Retirement Income Planning 
  • Roth Planning 
  • Tax Planning 
  • Estate Planning 
  • Charitable Remainder Trusts 
  • IRA / 401(k) Rollovers 
  • Investments (mutual funds, stocks, bonds, annuities) 
  • Wealth Management