Trish Freiwald
Trish Freiwald
CFP®
Financial Advisor
(207) 889-8233
15 Main Street
Orono, ME 04473
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a partner of University Credit Union I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. 

Specifically, we can make sure you have solid answers to these key questions: 

  • Is your retirement money invested properly? 
  • Will you have enough income in retirement? 
  • What should you do with an existing retirement plan from a previous employer? 
  • How will you pay for a child's or grandchild's education? 
  • Financially, what would happen to your family if you died? 
  • How will you pay for long-term care? 

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . .

  • University of Maine-Associate Degree, Human Services
  • Kutztown University-Bachelor of Psychology
  • College of Financial Planning-Certified Financial Planner Academic Requirement

Career Highlights . . . 

  • Financial Services Industry 15+ years
  • FINRA Registered
  • Life, Health and Annuity Licensed
  • Certified Financial Planner
  • Clinical Coordinator

Personal . . .

In my spare time, I enjoy investing in my family -- there‚Äôs no better investment than that! My husband and I share the same love for the outdoors and enjoy all there is to do in this amazing state. You will find us skiing and ice-fishing in the winter, swimming and boating in the summer, and of course, hiking all year long. I enjoy working out and staying active. We love nothing more than to be at our camp in the Katahdin area, spending time together, and with our family and friends.