Our Company
Coston,
McIsaac & Shea Investment Advisers is an SEC-registered investment firm
located in Bar Harbor, Maine. The firm
was founded by Paul Coston, Jr. and MJ McIsaac in 2001 as Coston & McIsaac
Investment Advisers. In 2015 Coston
& McIsaac merged with Andrew Shea, CFP and the firm became Coston, McIsaac
& Shea (CMS). The firm has seven Investment
Adviser Representatives including two CFPs, four CPAs, and one PFS. If you seek a professional to assist you with
investment, retirement, or financial planning please give us a call at (207)
288-9458, or come see us at 38 Rodick Street, Suite B in the Old Police Station building in downtown Bar Harbor. CMS will work with you to develop a personal
investment policy that addresses your individual financial goals.
Our Commitment
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.