Hart & Patterson Financial Group - Amherst, Massachusetts

Hart & Patterson Financial Group: A Comprehensive Overview

For individuals and families seeking expert financial planning and guidance, Hart & Patterson Financial Group presents a valuable resource. Located at 19 Research Dr #1, Amherst, MA 01002, this firm offers a dedicated approach to helping clients achieve their long-term financial goals. With a focus on personalized service and a commitment to building lasting relationships, Hart & Patterson distinguishes itself within the competitive landscape of financial consultants.

Phone: 32539454

Website: hartpatterson.com

Specialties: Financial planner, Financial consultant.

Hart & Patterson Financial Group specializes in providing a range of services designed to address diverse financial needs. Their core competencies include retirement planning, investment management, estate planning, and insurance analysis. They assist clients in developing strategies to maximize their savings, minimize their tax liabilities, and protect their assets. The firm’s philosophy centers around a holistic approach, considering all aspects of a client’s financial life to create a tailored plan that aligns with their values and objectives. They prioritize understanding individual circumstances – income, expenses, risk tolerance, and long-term aspirations – before recommending any specific course of action.

Other points of interest: The firm maintains a commitment to accessibility, offering a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure dedicated attention and allow for in-depth discussions. Restrooms are also available on-site.

Opinions: Currently, this company has 0 reviews on Google My Business, reflecting a limited public feedback record at this time. Average opinion: 0/5.

Location and Accessibility

The physical location of Hart & Patterson Financial Group at 19 Research Dr #1, Amherst, MA 01002, is easily accessible and strategically situated within the Amherst community. This location provides convenience for clients residing in the surrounding area. The firm’s commitment to accessibility extends beyond its physical location, as evidenced by the provision of wheelchair accessible facilities. This dedication underscores their commitment to serving a broad client base and ensuring that all individuals can comfortably engage with their services. The firm’s location is ideal for those seeking a professional and welcoming environment for their financial planning needs.

Services Offered – A Detailed Breakdown

Hart & Patterson Financial Group offers a comprehensive suite of services, meticulously designed to cater to a wide spectrum of financial goals. Here's a closer look at the key offerings:

• Retirement Planning: They assist clients in developing robust retirement plans that account for factors such as desired lifestyle, anticipated expenses, and potential investment returns. This includes projecting future income needs, optimizing savings strategies, and exploring various retirement account options.
• Investment Management: The firm provides personalized investment management services, constructing portfolios aligned with clients’ risk tolerance and financial objectives. They utilize a disciplined approach to asset allocation and regularly monitor portfolio performance.
• Estate Planning: Hart & Patterson assists clients in creating comprehensive estate plans to ensure their assets are distributed according to their wishes and to minimize potential estate taxes. This includes wills, trusts, and powers of attorney.
• Insurance Analysis: The firm evaluates clients’ insurance needs, recommending appropriate coverage levels to protect against unforeseen risks such as property damage, liability, and health expenses.
• Financial Education: Beyond specific service offerings, Hart & Patterson dedicates time to educating clients on fundamental financial concepts and empowering them to make informed decisions about their money.

Why Choose Hart & Patterson Financial Group

Several factors contribute to Hart & Patterson’s appeal as a trusted financial advisor. Firstly, their personalized approach sets them apart. They don’t adopt a one-size-fits-all mentality; instead, they invest the time to truly understand each client’s unique circumstances and aspirations. Secondly, their experienced team possesses a deep understanding of the current market conditions and regulatory landscape. They stay abreast of the latest developments to provide clients with well-informed advice. Thirdly, the firm’s commitment to accessibility demonstrates a genuine concern for client comfort and convenience. Finally, despite the lack of recent reviews, the firm’s established presence and dedication to client service suggest a solid foundation of expertise and integrity. It is recommended that potential clients contact the firm directly to discuss their specific needs and schedule an appointment. The firm's accessibility features ensure a comfortable experience for all visitors.

Contact Information and Scheduling

To schedule an appointment or to learn more about Hart & Patterson Financial Group’s services, please contact them at Phone: 32539454 or visit their website at rel=\"nofollow\" target=\"_blank\">hartpatterson.com. Their address is 19 Research Dr #1, Amherst, MA 01002. Appointments are highly recommended to ensure sufficient time for a thorough consultation. The firm’s team is dedicated to providing exceptional service and guiding clients toward financial success.

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