About UsOur team approach empowers clients to navigate complex financial landscapes.

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OUR PRIMARY PURPOSE
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
OUR MISSION
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation.
We understand the challenges families face today.
From managing debt - to saving for college - to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment , and efforts are focused on you, the client, and your satisfaction.
OUR CLIENTS
Varney Financial serves a vast array of diverse clients. Each client is unique to us and deserves customized strategies and solutions to meet their specific needs.
Our clients include businesses, institutions, and individuals in several different industries. They are For Profit businesses, Non- Profit organizations, and Individuals that seek our experience in the areas of Employer Sponsored Retirement Plans, Individual & Business Insurance needs, and Investment Management.
In today's world, we realize that we must be able to service a broad range of clients, all with varying needs. Our organization employs experienced professionals who understand this and have the necessary levels of knowledge as well as the commitment to provide superior service to all our clients.
Our TeamOur team approach adds perspective to all we do and provides increased benefits to our clients.
COMMUNITY SUPPORTCOMMUNITY SUPPORT
Varney Financial of being actively involved in, and supporting our surrounding communities.
Whether it is through board memberships, committee memberships, event sponsorships or donations, we have and continue to dedicate our time and financial support to many organizations. A few of the organizations are listed below:
- St. Mary's Regional Health System
- Auburn-Lewiston YMCA
- Catholic Charities of Maine
- Boys & Girls Club
- United Way
- Junior Achievement of Maine
In addition, we have served as community volunteers in working with our youth as coaches for various athletic teams and organizations.
We strongly feel that “giving back” to our community is an important and vital civic responsibility.
LET’S GET CONNECTED
Let us establish a connection to foster a meaningful and collaborative dialogue.