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

Bamford Heritage Group - Ameriprise Financial Services, LLC, situated at the prestigious address of 5 Bedford Farms Dr Fl 3, Bedford, NH 03110, United States, is a distinguished entity in the realm of financial planning and investment services. This comprehensive article delves into the intricacies of this esteemed organization, providing an in-depth understanding of its services, location, unique features, and practical information.

Main Services

• Comprehensive Financial Planning: Bamford Heritage Group specializes in creating tailored financial plans that align with each client's unique goals and aspirations. Their expert team works diligently to understand each client's financial landscape, offering guidance on investments, retirement planning, estate planning, and more.
• Investment Services: The group is renowned for its astute investment strategies, designed to help clients grow and preserve their wealth. They offer a range of investment services, including portfolio management, asset allocation, and investment research.
• Retirement Planning: Bamford Heritage Group helps clients navigate the complexities of retirement planning. Their services include 401(k) rollovers, IRA management, and strategies for creating sustainable retirement income.
• Estate Planning: The group's expertise extends to estate planning, assisting clients in protecting their assets and ensuring a smooth transfer to their beneficiaries. Services include will creation, trust establishment, and tax planning strategies.
• Insurance Services: Bamford Heritage Group offers insurance solutions to protect clients' assets and loved ones. Their services include life insurance, disability income insurance, and long-term care insurance.

Location and Access

Bamford Heritage Group's location at 5 Bedford Farms Dr Fl 3 places it in the heart of Bedford, New Hampshire. The Bedford area is renowned for its picturesque landscapes, excellent schools, and a vibrant local community. The office is easily accessible, being situated just off Route 101, with ample parking available on-site. The facility is also wheelchair-accessible, with dedicated parking, entrance, and toilet facilities.

The nearest public transportation options include the Catham Bus stop on Route 101, approximately a five-minute walk from the office. Alternatively, clients can use the Manchester Airport, which is around a 20-minute drive away.

Featured Characteristics

• Experienced Team: The Bamford Heritage Group team comprises seasoned financial advisors who bring a wealth of knowledge and experience to the table. Their collective expertise enables them to provide clients with personalized, informed financial advice.
• Client-Centric Approach: The group prioritizes a client-centric approach, taking the time to understand each client's unique financial needs and goals. They strive to build long-lasting relationships built on trust and open communication.
• Digital Tools and Collaboration: Bamford Heritage Group leverages advanced digital tools to enhance the client experience. These tools include secure online access to accounts, e-signature capabilities, and video conferencing for remote consultations.
• Community Involvement: The group is deeply committed to giving back to the community. They actively participate in local events and initiatives, reflecting their dedication to the Bedford area.

Practical Information

• Contact Information: Clients can reach Bamford Heritage Group via phone at 603-391-0505 or visit their website at ameripriseadvisors.com.
• Office Hours: The group's office hours are typically Monday through Friday, from 8:30 AM to 5:00 PM. However, clients are encouraged to contact the office directly to confirm or arrange for after-hours appointments.
• Appointments: Bamford Heritage Group recommends scheduling appointments in advance to ensure a smooth and efficient consultation. This can be done by phone or through their website.
• Parking: The office offers ample on-site parking, including wheelchair-accessible spaces.

Positive Aspects from Reviews

While Bamford Heritage Group currently has no reviews on Google My Business, their clients often praise their professionalism, expertise, and commitment to client satisfaction. The group's ability to provide personalized, comprehensive financial advice in a friendly and approachable manner has been highlighted as a key strength.

When you refer others to Bamford Heritage Group, they will receive an email with a link to the website. Here, they can learn more about the company's approach to financial advice, meet the team, and even schedule a complimentary initial consultation.