Investment Planning

Personal Investment Planning

Creating an investment plan is a big undertaking: digging through research, staying on top of market changes, and being sure to ask all the right questions. Whether you are saving for the future or for a specific purchase like a wedding or a business opportunity, our Financial Services Team is here to take the pressure off you so you can spend more time enjoying today and looking forward to tomorrow.
We can assist you with:
  • Investment strategies that can maximize your return
  • Tax-advantaged Planning
  • Long-term Wealth Accumulation
  • Innovative Insurance Solutions
  • Estate Planning
  • Building powerful Personal Retirement Plans and Business Retirement Plans
  • Education Finance strategies

Business Investment Planning

Creating an investment plan for your business is a big undertaking. Whether you are saving to grow your business or to make a specific purchase such as new equipment, our Financial Services Team can help you create a customized plan that can maximize your investment return.
Our experienced advisors can help you with a wide variety of business investment activities including:
  • Investment strategies that can maximize your return
  • Asset Allocation
  • Tax-advantaged Investing
  • Long-term Wealth Accumulation
  • Innovative Insurance Solutions
  • Retirement Benefit Planning

We’ll take the time to understand your priorities so that we can determine the best financial and investment strategies for your business. Schedule a free, comprehensive, no obligation review of your financial situation with a member of our Financial Services Team today.


Bar Harbor Financial Services is a branch office of Infinex Investments, Inc., an independent registered broker-dealer offering securities and insurance products which is not affiliated with Bar Harbor Bank & Trust.

Not a DepositNot FDIC InsuredNot Insured by Any Federal Government AgencyNot Guaranteed by the BankMay Lose Value