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V O L . X X I I I N O. X X X 42 BO O K O F L I S T S 2 0 1 8 F I NA N C E What is at the top of your list? If you're like many business owners, you have a long list of "to dos." Family Wealth Management Partners Steven E. Tenney Senior Vice President– Wealth Management Joseph W. Powers Senior Vice President– Wealth Management Helen Andreoli Vice President–Wealth Management Jack Piper Financial Advisor UBS Financial Services Inc. One City Center, 7th floor Portland, ME 04101 866-791-5512 ubs.com/team/fwmp As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. © UBS 2017. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-1674874269 – Maintain family harmony – Transition the family business successfully – Build and leave a meaningful legacy Leaders in family-owned businesses struggle with many of the same questions, and our team is here to help. At the top of our "to do" list is providing the families we work with solutions to their most compelling concerns. For some of life's questions, you're not alone. Together we can find an answer. Discover the Foreside Difference www.foreside.com P O R T L A N D, M E • B O S T O N , M A • B E R W Y N , P A G A H A N N A , O H • L O N D O N , U K 17 Ocean Communities Federal Credit Union 1 Pool St., Biddeford 04005 284-5918, oceancommunities.com 16 $167 million $11.9 million $0.91 million 12,601 46 Judy Morin 1948 18 Down East Credit Union 23 Third Ave., Baileyville 04694 427-3333, downeastcu.com 18 $165 million $12.7 million $1.24 million 19,610 76 David Tozier 1941 19 Midcoast Federal Credit Union 831 Middle St., Bath 04530 443-5531, midcoastfcu.me 19 $159 million $19.4 million $0.67 million 16,160 55 Joseph Gervais 1956 20 Otis Federal Credit Union 170 Main St., Jay 04239 897-0900, otisfcu.coop 20 $155 million $25.6 million $0.75 million 10,785 25 Roland Poirier 1954 21 Acadia Federal Credit Union 4 9 E. Main St., Fort Kent 04743 834-6167, acadiafcu.org 21 $152 million $22.0 million $0.49 million 10,470 41 David Desjardins 1963 1 2 3 4 SOURCE: Previous year's rank Total assets Total reserves 1 Total liabilities Members Full-time employees 2 Chief executive Year chartered 3 Maine's largest credit unions » C O N T I N U E D F R O M P A G E 4 0 1 Calculated as a sum of undivided earnings, regular reserves, appropriation for non-conforming investments (state credit unions only), other reserves, equity acquired in a merger and miscellaneous equity. 2 Full-time employees are those who work 26 hours or more per week. 3 As of October 2017, in the process of rebranding and renaming to Dirigo Federal Credit Union; dirigofcu.com will replace rainbowfcu.com. 4 Merger with EMMC Federal Credit Union of Brewer was approved by the National Credit Union Administration on Sept. 12, 2017. This list was compiled by Heide Martin and published in the April 17, 2017, issue of Mainebiz. S O U R C E : National Credit Union Administration

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