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Coston and McIsaac Investment Advisers
Since 1987, Coston and McIsaac CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Expertise ranges from...
Overview
Since 1987, Coston and McIsaac CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Expertise ranges from basic tax management and accounting services to compilations, financial statements, and financial planning. The firm provides comprehensive financial services to individuals, small to medium-sized businesses, and other agencies, and lists wealth management among its individual services.
General information
Firm type
RIA
Year founded
1987
Location
City
Bar Harbor
Principals
Paul A. Coston
Jr., CPA/ABV, MST, CFP, Investment Advisor Representative; President and co-founder
Ron Wrobel
CPA, M. Acc., Investment Advisor Representative; Vice-President and managing shareholder
Melinda Workman
CPA, MBA; Treasurer and shareholder
Patricia Pottle
CPA, Investment Advisor Representative; Secretary and shareholder
Stacey Durrell
EA; shareholder
Michael James Marino
Acc., MBA, EA, CRC, Investment Advisor Representative; staff accountant
Ben Sumner; Accountant
Matthew McEachern
EA, Investment Advisor Representative; Accountant
Desiree Boyle; Accountant
Trish Howard; Office Manager
Lori Lloyd; seasonal tax preparer
Sector focus
Frequently asked questions
Does Coston and McIsaac Investment Advisers commit to fund investments or only direct deals?
No information on fund commitments versus direct investments is publicly available. The firm's investment vehicle structure has not been disclosed.
What investment stages does Coston and McIsaac Investment Advisers typically target?
Stage preferences are not documented. The firm's public profile lacks any information on growth, venture, or traditional asset allocations.
Which sectors does Coston and McIsaac Investment Advisers explicitly avoid?
No sector restrictions have been publicly disclosed. The firm's negative screening criteria are unknown.
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