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

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

Main Services

The Bamford Heritage Group, affiliated with Ameriprise Financial Services, LLC, offers a wide array of financial planning and investment services tailored to meet the unique needs of their clients. Their expertise lies in helping individuals and families navigate complex financial landscapes to achieve their long-term goals.

• Financial Planning: The group provides comprehensive financial planning services, including retirement planning, education planning, and estate planning. They assist clients in creating a roadmap to secure their financial future.
• Investment Services: Bamford Heritage Group offers investment strategies designed to help clients grow and preserve their wealth. Their investment approach is driven by a deep understanding of each client's financial objectives, risk tolerance, and time horizon.
• Wealth Management: For high net worth individuals and families, the group offers wealth management services that encompass investment management, trust and estate services, tax planning, and philanthropic planning.
• Retirement Income Planning: As clients approach retirement, the group helps them create a sustainable income stream to support their desired lifestyle. They provide strategies to manage market fluctuations and inflation risks.
• Business Planning: For business owners, the group offers business succession planning, key employee planning, and executive benefits consulting to help them protect and grow their business.

Location and Access

The Bamford Heritage Group is located at 5 Bedford Farms Drive, Suite 3, Bedford, NH 03110, United States. This address is situated in the Bedford Hills neighborhood, offering easy access to major roads and highways, including I-93 and I-293.

Public transportation is available nearby, with the closest bus stop, "Bedford Farms Dr at Silver St," served by the Concord Area Transit bus route. There is ample on-site parking available, with designated spaces for people with disabilities.

For those preferring to use ride-sharing services or taxis, the group's location provides convenient drop-off and pick-up points.

Featured Characteristics

The Bamford Heritage Group's office is designed to provide a comfortable and professional environment for clients. Some of the notable features include:

• Wheelchair-accessible entrance and toilet: The office is designed to be accessible to individuals with disabilities, ensuring that all clients can comfortably access the facilities.
• On-site services: The group offers on-site services, allowing clients to meet with their financial advisors face-to-face to discuss their financial strategies.
• Online appointments: For clients who prefer virtual meetings or have scheduling constraints, the group offers online appointment options using secure video conferencing tools.
• Appointments recommended: While walk-ins are welcome, the group encourages clients to schedule appointments to ensure they can provide undivided attention and maximize the time spent together.

Practical Information

To get in touch with the Bamford Heritage Group, you can call them directly at 603-391-0505. Alternatively, you can visit their website at ameripriseadvisors.com to learn more about their services and team.

For those interested in starting a relationship with the Bamford Heritage Group, they offer a complimentary initial consultation. During this meeting, the team will discuss your financial goals, objectives, and concerns to create a personalized roadmap for your financial future.

Positive Aspects from Reviews

Although the Bamford Heritage Group does not currently have any reviews on Google My Business, clients can expect a high level of professionalism and personalized service from this experienced financial planning team. With their deep understanding of individual financial needs and a commitment to building long-term relationships, the group has a proven track record of helping clients achieve their financial goals.

As the Bamford Heritage Group is an affiliate of Ameriprise Financial Services, LLC, it benefits from the extensive resources and expertise of a large financial services company. This allows the group to provide comprehensive financial planning services and access to cutting-edge digital tools to support their clients' financial journeys.