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

Introduction

Nestled in the heart of Bedford, New Hampshire, the Bamford Heritage Group, in association with Ameriprise Financial Services, LLC, stands out as a distinguished financial advisory firm, renowned for its personalized and comprehensive approach to wealth management. Located at 5 Bedford Farms Drive, Suite 3, the Bamford Heritage Group is dedicated to helping clients navigate the complex world of finance, providing them with tailored solutions that align with their unique financial goals and objectives.

Main Services

• Financial Planning: The Bamford Heritage Group offers comprehensive financial planning services, designed to help clients manage their wealth, protect their assets, and prepare for their future. Their holistic approach takes into account every aspect of a client's financial life, from investments and retirement planning to tax strategies and estate planning.
• Investment Services: With a commitment to delivering exceptional investment advice, the Bamford Heritage Group employs a rigorous research process to identify and select investments that have the potential to perform well over the long term. They offer a wide range of investment strategies, designed to meet the unique needs and risk tolerances of each client.
• Retirement Planning: Whether clients are just starting their careers or are nearing retirement, the Bamford Heritage Group provides retirement planning strategies that help them prepare for this significant life event. They assist clients in determining their retirement needs, creating a savings plan, and selecting appropriate investment vehicles.
• Estate Planning: The Bamford Heritage Group works with clients to develop effective estate planning strategies, helping them protect their assets and ensure that their hard-earned wealth is distributed according to their wishes. They collaborate with clients' attorneys and tax professionals to create estate plans that minimize taxes and probate costs.

Location and Access

The Bamford Heritage Group is conveniently located in the Bedford Farms Office Park, just off Route 101 and close to the intersection of Routes 3 and 101. This central location makes it easily accessible from various points in the greater Manchester and Concord areas. The office is situated on the third floor of the building, with elevator access available for clients with mobility concerns.

Ample parking is available on-site, with designated spaces for visitors. The parking lot is wheelchair-accessible, ensuring that all clients can access the premises with ease. Additionally, the building's entrance and all common areas are wheelchair-accessible, with automatic doors and elevators to facilitate navigation.

Featured Characteristics

• Experienced Team: The Bamford Heritage Group is led by a team of experienced financial advisors, each bringing their unique perspective and expertise to the table. Their diverse backgrounds and skills enable them to provide clients with well-rounded and informed financial advice.
• Client-Centric Approach: At the Bamford Heritage Group, clients are at the heart of everything they do. They take the time to understand each client's unique financial situation, goals, and aspirations, using this information to create personalized financial plans that address their specific needs.
• Cutting-Edge Technology: The Bamford Heritage Group leverages state-of-the-art digital tools to enhance the client experience and improve the efficiency of their financial planning processes. These tools include secure online account access, digital document management, and interactive financial planning software.
• Community Involvement: The Bamford Heritage Group is deeply committed to giving back to the local community. They participate in various charitable events and initiatives, demonstrating their dedication to making a positive impact on the lives of their neighbors.

Practical Information

• Address: 5 Bedford Farms Dr, Suite 3, Bedford, NH 03110, United States
• Phone: 603-391-0505
• Website: ameripriseadvisors.com
• Hours of Operation: Monday-Friday, 8:30 AM - 5:00 PM (EST)
• Appointments: Recommended. Online appointments available.

While there are no reviews available for the Bamford Heritage Group on Google My Business at the time of writing, clients can expect a high level of professionalism, expertise, and personalized attention from this dedicated team of financial advisors. Their commitment to their clients' financial success, coupled with their extensive knowledge and experience, sets them apart in the world of wealth management.