Warren Financial – CERTIFIED FINANCIAL PLANNER™ – Maine

Financial Planning

Tax Planning

Investments

Estate Planning

At Warren Financial, we help with more than just investments. We plan for your future, look for tax saving opportunities, and specialize in preparing for a smooth transition of estate assets to future generations. We work together to simplify the complex parts of your life and tailor a plan specific to you, your family, or your business.

Caleb Warren, CFP®, CPFA ™

Business Owners

Medical Professionals

Retirees

Families

Advice with trusting relationships and expertise.

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Our Team & Partners

Our collaborative approach involves working closely with a select group of professionals and esteemed partners to realize our clients’ financial aspirations. This collaborative network extends to local accountants and estate attorneys, ensuring comprehensive support for clients in managing their estate and taxes.

Caleb Warren, CFP®, CPFA™

Financial Advisor

David Giles

Avery Rock Financial

Custodian

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Code of Ethics

Form ADV 2A

Privacy Policy

207-573-1825

info@warrenfinancialplan.com

1147 Hammond St. Suite 3

Bangor, ME 0441

Investment advisory services offered through Avery Rock Financial, LLC (“Avery”), a registered investment advisor. Warren Financial is not a registered broker/dealer and is a D/B/A of Avery Rock Financial, LLC. There are no warranties implied. Avery Rock Financial, LLC (Avery Rock Financial) is a registered investment adviser. This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this should not be construed by any client and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Avery Rock Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Avery Rock Financial, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER ® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.