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

Introduction

Bamford Heritage Group, operating under the umbrella of Ameriprise Financial Services, LLC, is a distinguished financial advisory firm situated at 5 Bedford Farms Drive, Level 3, in the heart of Bedford, New Hampshire. With a commitment to personalized financial planning and investment services, the Bamford Heritage Group has established itself as a trusted name in the local financial landscape.

Led by Bret Bamford, a seasoned financial advisor with over two decades of experience, the team at Bamford Heritage Group is dedicated to helping clients navigate the complexities of today's financial world. The firm's mission is to provide comprehensive, tailored financial advice that empowers clients to achieve their unique financial goals.

Main Services

• Financial Planning: Bamford Heritage Group offers comprehensive financial planning services, designed to help clients manage their wealth effectively. This includes retirement planning, tax planning, estate planning, and risk management strategies.
• Investment Services: The firm provides a wide array of investment services, including portfolio management, asset allocation, and investment research. They work closely with clients to understand their investment goals, risk tolerance, and time horizon, and then develop customized investment strategies to meet their needs.
• Retirement Planning: Bamford Heritage Group specializes in helping clients plan for a comfortable retirement. They provide guidance on retirement savings strategies, pension options, and retirement income planning.
• Estate Planning: The firm assists clients in creating and implementing effective estate plans that protect their assets and ensure they are distributed according to their wishes. This includes wills, trusts, and powers of attorney.
• Tax Planning: Bamford Heritage Group helps clients minimize their tax liabilities through strategic tax planning. They work closely with clients' tax professionals to ensure all aspects of their financial plan are considered.

Location and Access

The Bamford Heritage Group office is conveniently located in the Bedford Corporate Park, offering easy access from major highways. The address is 5 Bedford Farms Drive, Level 3, Bedford, NH 03110. The office is situated near the intersection of Route 101 and Route 114, providing ample parking for clients. Public transportation is available nearby, with the Bedford Community College stop on the NHDOT 8 & 9 bus routes being approximately a mile away.

The office is designed to be fully accessible, with a wheelchair-accessible entrance and toilet facilities available. On-site services and online appointments are also offered for added convenience.

Featured Characteristics

• Independently Owned: As an independently owned practice within the Ameriprise network, Bamford Heritage Group has the freedom to provide objective, unbiased advice tailored to each client's unique situation.
• Comprehensive Approach: The firm takes a holistic approach to financial planning, considering all aspects of a client's financial life and crafting strategies that align with their goals and values.
• Client-Centric: Bamford Heritage Group is committed to building long-term relationships with clients. They take the time to understand each client's unique situation and offer personalized, ongoing support.
• Digital Tools: The firm leverages digital tools and collaboration platforms to enhance the client experience. This includes secure, online access to client accounts and digital planning tools.

Practical Information

• Phone: To reach the Bamford Heritage Group, please call 603-391-0505.
• Website: For more information about the firm and its services, visit ameripriseadvisors.com.
• Business Hours: The office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, appointments are recommended, and evening or weekend meetings can be arranged upon request.

Opinions and Average Rating

As of now, the Bamford Heritage Group does not have any reviews on Google My Business, which is why an average rating cannot be provided. However, the firm's commitment to exceptional client service and personalized financial planning suggests that client satisfaction is a priority.

Once reviews are available, they will be added here to provide a more comprehensive understanding of the client experience at Bamford Heritage Group.