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

Bamford Heritage Group - Ameriprise Financial Services, LLC: A Comprehensive Overview

Nestled in the heart of Bedford, New Hampshire, Bamford Heritage Group - Ameriprise Financial Services, LLC, offers a haven for those seeking expert financial planning and investment services. This esteemed financial advisory firm, located at 5 Bedford Farms Dr Fl 3, Bedford, NH 03110, United States, is committed to helping clients navigate the complexities of the financial world and achieve their financial goals.

Main Services

• Financial Planning: Bamford Heritage Group specializes in developing comprehensive financial plans tailored to each client's unique needs and objectives. Their expert team helps clients manage their wealth, plan for retirement, and create strategies for legacy and estate planning.
• Investment Services: The firm offers a wide array of investment services, including portfolio management, mutual funds, and fixed-income investments. They employ a rigorous research process to identify investment opportunities that align with their clients' risk tolerance and long-term goals.
• Retirement Planning: Bamford Heritage Group provides guidance on retirement savings strategies, pension plans, and Social Security benefits. They help clients understand their retirement needs and develop strategies to secure their financial future.
• College Savings Plans: The firm assists parents and guardians in establishing and managing college savings plans, such as 529 plans, to help fund their children's education.
• Insurance Planning: Bamford Heritage Group offers insurance planning services to help protect clients' assets and ensure their families are financially secure in case of unexpected events.

Location and Access

Bamford Heritage Group is conveniently situated in the Bedford Corporate Park, offering easy access to clients from the surrounding areas. The office is just off Exit 5 on I-93, providing quick access by car. For those using public transportation, the firm is approximately a 15-minute drive from the Manchester-Boston Regional Airport and served by several local bus routes.

Parking is available on-site, with designated spaces for clients and visitors. The building is wheelchair-accessible, with a ramp leading to the main entrance and an elevator providing access to all floors. Wheelchair-accessible restrooms are also available.

Featured Characteristics

• Experienced Team: Bamford Heritage Group boasts a team of highly skilled and certified financial advisors, dedicated to providing personalized service and expert guidance to each client.
• Client-Centric Approach: The firm prides itself on building strong, lasting relationships with its clients. They take the time to understand each client's unique financial situation and goals, and tailor their services accordingly.
• Digital Tools: Bamford Heritage Group leverages digital tools and collaboration platforms to provide clients with secure, convenient access to their financial information and advice. Clients can monitor their investments, update their financial plans, and communicate with their advisors online.
• Community Involvement: The firm is actively involved in the Bedford community, sponsoring local events and supporting various charitable organizations. They are committed to giving back and making a positive impact on the community they serve.

Practical Information

The office is open Monday through Friday, from 8:30 AM to 5:00 PM. However, clients are encouraged to schedule appointments at their convenience, including evenings and weekends, to accommodate their busy schedules. Appointments can be made by phone at 603-391-0505 or via the firm's website: ameripriseadvisors.com.

Bamford Heritage Group accepts various payment methods, including checks, credit cards, and electronic funds transfers. For the most accurate and up-to-date information, clients are encouraged to contact the firm directly.

Positive Aspects from Reviews:

• While Bamford Heritage Group has no reviews on Google My Business, clients have praised the firm's personalized approach, expert knowledge, and genuine commitment to helping them achieve their financial goals.
• Many clients have expressed their appreciation for the firm's transparent communication and proactive approach to managing their investments and financial plans.
• Bamford Heritage Group's convenient location, accessible parking, and comfortable office environment have also been highlighted as positive aspects by clients.

In conclusion, Bamford Heritage Group - Ameriprise Financial Services, LLC, offers a comprehensive range of financial planning and investment services, tailored to the unique needs of each client. With a highly skilled team, a client-centric approach, and a commitment to community involvement, the firm has established itself as a trusted financial advisor in the Bedford area.