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

Bamford Heritage Group - Ameriprise Financial Services, LLC: Comprehensive Wealth Management in Bedford, NH

Nestled in the heart of Bedford, New Hampshire, the Bamford Heritage Group, affiliated with Ameriprise Financial Services, LLC, stands as a beacon of professionalism and expertise in the realm of financial planning and investment services. This esteemed financial advisory team is dedicated to helping individuals and families navigate the complexities of wealth management, tailoring their services to align with each client's unique financial goals and aspirations.

Main Services

• Comprehensive Financial Planning: The Bamford Heritage Group offers a holistic approach to financial planning, taking into account clients' short-term and long-term objectives, risk tolerance, and personal values. Their comprehensive services include retirement planning, investment management, tax planning, estate planning, and more.
• Investment Services: With a strong focus on investment management, the team employs a rigorous, research-driven approach to create customized portfolios for their clients. They provide a range of investment strategies, from conservative to aggressive, to suit diverse investor profiles.
• Retirement Planning: The Bamford Heritage Group specializes in retirement planning, helping clients prepare for a comfortable and secure retirement. They provide guidance on retirement savings strategies, pension options, Social Security, and income distribution planning.
• Estate and Legacy Planning: The team works closely with clients to develop strategic estate plans, ensuring that their assets are protected and distributed according to their wishes. They provide guidance on trust creation, will preparation, and tax-efficient strategies for legacy planning.
• Tax Planning: The Bamford Heritage Group collaborates with clients' tax professionals or offers referrals to help minimize their tax liabilities and maximize their after-tax returns. Their tax planning strategies aim to optimize clients' financial situations throughout the year, not just at tax time.

Location and Access

The Bamford Heritage Group is conveniently located at 5 Bedford Farms Drive, Suite 3, Bedford, NH 03110, United States. Situated in the heart of the Bedford business district, the office is easily accessible from major roads, including Interstate 93 and Route 101.

For those who prefer public transportation, the office is approximately a 15-minute walk from the Bedford Downtown Transit Center, which is served by the Concord Coach Lines bus service. Additionally, the office offers ample parking space for clients, including a wheelchair-accessible parking spot.

Featured Characteristics

• Experienced and Credentialed Team: The Bamford Heritage Group boasts a team of highly qualified and experienced financial advisors. They hold various professional designations, such as Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners, ensuring clients receive top-notch financial advice.
• Client-Centric Approach: The team at the Bamford Heritage Group prioritizes building strong, long-lasting relationships with their clients. They take the time to understand each client's unique financial situation, goals, and concerns, developing personalized strategies that reflect their clients' best interests.
• Cutting-Edge Technology: The Bamford Heritage Group leverages advanced digital tools and collaboration platforms to enhance their clients' financial planning experience. These tools enable easy access to clients' accounts, real-time portfolio monitoring, and secure, convenient communication with the team.

Practical Information

• Business Hours: The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, the Bamford Heritage Group also offers flexibility by appointment, allowing clients to schedule meetings at times that best fit their busy schedules.
• Appointments: The Bamford Heritage Group recommends scheduling appointments in advance to ensure a convenient and efficient client experience. Both in-person and online appointments are available, catering to clients' preferences and accessibility needs.
• Accessibility: The office is wheelchair-accessible, featuring a ramp at the entrance, wheelchair-accessible restrooms, and ample parking space for clients with disabilities. The team is committed to ensuring that all clients can access their services and feel welcome in their office.

Though the Bamford Heritage Group has no reviews on Google My Business at the time of this writing, clients can expect a high level of professionalism, personalized service, and expert financial guidance from this esteemed financial advisory team. Their commitment to client satisfaction and excellence in wealth management sets them apart in the competitive financial services industry.