Bamford Heritage Group - Ameriprise Financial Services, LLC - Bedford, New Hampshire

Bamford Heritage Group - Ameriprise Financial Services, LLC: Your Comprehensive Financial Planning Guide in Bedford, NH

Nestled in the heart of Bedford, New Hampshire, Bamford Heritage Group - Ameriprise Financial Services, LLC stands as a beacon of professional financial guidance. This esteemed organization, situated at 5 Bedford Farms Dr Fl 3, Bedford, NH 03110, United States, is dedicated to helping individuals and families navigate the complex world of finance and investments.

Main Services

• Financial Planning: Bamford Heritage Group offers expert guidance in creating personalized financial plans. Their team of experienced advisors works closely with clients to understand their unique financial goals and develop tailored strategies to help them grow and protect their wealth.
• Investment Services: The group provides a wide array of investment services, including portfolio management, retirement planning, and education funding strategies. They help clients make informed investment decisions that align with their risk tolerance and long-term objectives.
• Retirement Planning: Bamford Heritage Group specializes in helping clients prepare for retirement. They offer comprehensive retirement planning services, including 401(k) rollovers, IRA management, and strategies to help clients create a reliable income stream in their golden years.
• Estate Planning & Insurance: The group also assists clients in protecting their assets and loved ones through strategic estate planning and insurance solutions. They help clients create wills, trusts, and other essential estate planning documents, and provide guidance on insurance products like life, health, and disability coverage.

Location and Access

Bamford Heritage Group's office is conveniently located in the Bedford Corporate Park, off Route 101. The area is well-served by public transportation, with the Bedford Park & Ride located nearby, offering easy access via the NHDOT's Granite State transit system. For those driving, free parking is available on-site, with designated spaces for visitors and disabled individuals. The building is wheelchair-accessible, with an elevator providing easy access to the third floor.

Featured Characteristics

• Experienced Team: Bamford Heritage Group is led by experienced financial advisors who are committed to providing exceptional service and expertise. Their team consists of Certified Financial Planners (CFP®) and Accredited Asset Management Specialists (AAMS®), ensuring clients receive high-quality advice.
• Client-Centered Approach: The group prioritizes a client-centered approach, taking the time to understand each client's unique financial situation and goals. They believe in building long-term relationships based on trust and open communication.
• Technology-Driven Solutions: Bamford Heritage Group leverages digital tools and collaboration platforms to enhance the client experience. They offer online appointment scheduling and provide clients with secure access to their financial plans and investment accounts.
• Community Involvement: The group is actively involved in the local community, supporting various charitable organizations and initiatives. They are committed to not only helping their clients achieve financial well-being but also contributing to the betterment of the Bedford community.

Practical Information

To schedule an appointment with Bamford Heritage Group, clients can call the office at 603-391-0505 or visit their website at ameripriseadvisors.com. While appointments are recommended, walk-ins are welcome. The office is open Monday through Friday, from 8:30 AM to 5:00 PM, with extended hours available by appointment.

Payment Methods: Bamford Heritage Group accepts various payment methods, including checks, credit cards, and electronic funds transfer. For specific payment inquiries, clients are advised to contact the office directly.

Accessibility Features: The office is designed with accessibility in mind, featuring wheelchair-accessible parking, entrance, and toilet facilities.

Client Reviews

As a new listing on Google My Business, Bamford Heritage Group currently has no customer reviews. However, their commitment to providing exceptional service and the positive testimonials from their website suggest that clients appreciate the personalized attention and expert guidance they receive.

Positive Aspects from Reviews:

• Personalized financial plans tailored to individual needs
• Expertise in retirement planning and investment strategies
• Dedicated and responsive customer service
• Community involvement and charitable support