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

Bamford Heritage Group - Ameriprise Financial Services, LLC

Located in the heart of Bedford, New Hampshire, Bamford Heritage Group - Ameriprise Financial Services, LLC is a reputable financial services company that offers a wide range of investment and financial planning services to individuals and families. In this article, we will delve into the services offered by Bamford Heritage Group, its location and accessibility, and the unique characteristics that set it apart from other financial institutions.

Main Services

• Financial Planning: Bamford Heritage Group provides comprehensive financial planning services, including retirement planning, estate planning, and wealth management. The team of financial advisors will work closely with clients to understand their financial goals and objectives and develop a customized plan to achieve them.
• Investment Services: The company offers a range of investment services, including investment management, portfolio management, and asset allocation. Clients can choose from a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
• Retirement Planning: Bamford Heritage Group helps clients plan for their retirement by creating a customized plan that takes into account their income needs, expenses, and financial goals. The team of financial advisors will also provide guidance on retirement account options, including 401(k), IRA, and Roth IRA.
• Estate Planning: The company offers estate planning services, including wills, trusts, and powers of attorney. Clients can also create a living will and appoint a healthcare proxy to make decisions on their behalf in the event of incapacitation.
• Wealth Management: Bamford Heritage Group provides wealth management services to high net worth individuals and families. The team of financial advisors will work closely with clients to develop a customized investment strategy that aligns with their financial goals and objectives.

Location and Access

Bamford Heritage Group - Ameriprise Financial Services, LLC is located at:

5 Bedford Farms Dr Fl 3
Bedford, NH 03110
United States

The company is easily accessible by car, with ample parking available in the building's parking lot. The location is also convenient for public transportation, with several bus routes passing by the building. The company is wheelchair-accessible, with a wheelchair-accessible entrance, car park, and toilet.

Featured Characteristics

• Online Appointments: Bamford Heritage Group offers online appointments, allowing clients to schedule meetings and consultations from the comfort of their own homes.
• On-Site Services: The company provides on-site services, including financial planning, investment management, and estate planning. Clients can meet with financial advisors in person and receive personalized guidance and advice.
• Wheelchair-Accessible Car Park: The company's parking lot is wheelchair-accessible, providing easy access for clients with mobility impairments.
• Wheelchair-Accessible Entrance: The company's entrance is wheelchair-accessible, with a ramp providing easy access for clients with mobility impairments.
• Wheelchair-Accessible Toilet: The company's toilet is wheelchair-accessible, providing easy access for clients with mobility impairments.

Practical Information

• Phone: Phone: 603-391-0505
• Website: Website: ameripriseadvisors.com
• Hours of Operation: The company's hours of operation are Monday to Friday, 9:00 AM to 5:00 PM. Clients are advised to schedule appointments in advance to ensure availability.
• Appointments Recommended: The company recommends scheduling appointments in advance to ensure availability. Clients can schedule appointments online or by phone.

Opinions and Reviews

This company has 0 reviews on Google My Business. However, the lack of reviews does not necessarily reflect the quality of service provided by Bamford Heritage Group. The company's commitment to providing exceptional service and its reputation in the financial industry are evident in its unique characteristics and features.

In conclusion, Bamford Heritage Group - Ameriprise Financial Services, LLC is a reputable financial services company that offers a wide range of investment and financial planning services to individuals and families. The company's unique characteristics, including online appointments, on-site services, and wheelchair-accessible facilities, set it apart from other financial institutions. With a commitment to providing exceptional service and a reputation in the financial industry, Bamford Heritage Group is a trusted partner for anyone seeking financial guidance and planning.