To help you plan for your future, you need someone who cares; someone who has been through some of life's bumps and bruises and can understand where you are, right now.
From there, you need someone with the background and experience to be able to take the vivid image of your future combined with ...
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To help you plan for your future, you need someone who cares; someone who has been through some of life's bumps and bruises and can understand where you are, right now.
From there, you need someone with the background and experience to be able to take the vivid image of your future combined with your life experiences and turn it into a plan. A plan to take the next step forward, and the next; until we reach that goal and then up the ante.
The goal for my practice is to be that trusted resource, to be dedicated and work hard so that you can feel confident through life adventures. To make your financial life seem smooth and in control.
Personal Feel
Planning revolves around you. It revolves around more than just investment consulting, but also includes comprehensive financial strategies, asset transfer strategies and asset protection strategies and if you are so inclined, charitable giving.
We get involved. We get to know our clients. The answer to a question will never be because some questionnaire told me so, or that's how we've always done it. We strive for excellence and that is measured by how you feel about working with the team.
Involvement
I am on the finance committee in Ipswich, the vice president of the board of Grateful Friends and will be joining the board of the Greater Beverly Chamber of Commerce this February.
On a personal basis, I have rafted the Grand Canyon two times and love all things water (oceans, rivers, etc.). I was in a plane "crash" in Alaska in 1999.
I played volleyball for about 30 years and met many of my close lifetime friends through the sport.
I live with my wife, Marianne, and children, Amelia and Anthony, in Ipswich, where we enjoy many of the aspects of living in a seaside community. We also share our lives with a 12-pound terror, our 3-year-old rescue Chiweenie, Winnie!
If you would like to discuss how we are able to help, please feel free to message me on LinkedIn or contact me at:
Email: walter.hartford@edwardjones.com Phone: (978) 778-9667
Find us in the 100 building at the Cummings Center next to Flip The Bird on the outside wall of the building, Suite 107Q.
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