Harper Financial Associates, LLC - Hingham, Massachusetts

Harper Financial Associates, LLC

Una empresa financiera especializada en asesoramiento financiero, con sede en Hingham, Massachusetts, Estados Unidos.

Información de Contacto

Dircción: Address: 99 Derby St Suite 200, Hingham, MA 02043, United States.

Teléfono: 7814352000

Página Web: harperfinancialassociates.com

Especialidades

Financial consultant

El equipo de Harper Financial Associates brinda servicios de asesoramiento financiero personalizado a individuos y familias, ayudándolos a alcanzar sus objetivos financieros.

Otras Características

Esta empresa cuenta con las siguientes características:

• Acceso a vehículos para personas con discapacidad
• Acceso a la entrada para personas con discapacidad
• Acceso a los baños para personas con discapacidad
• Salas de baño
• Se recomienda la reserva de citas

Opiniones

Según los comentarios de los clientes, Harper Financial Associates ha demostrado ser una empresa confiable y profesional.

Los clientes han destacado la atención personalizada y la capacidad del equipo para entender sus necesidades financieras.

La empresa ha recibido una media de 5/5 estrellas en Google My Business, lo que refleja la satisfacción general de los clientes.

Resumen

Harper Financial Associates es una empresa financiera especializada en asesoramiento financiero, con una dirección en Hingham, Massachusetts. La empresa ofrece servicios de asesoramiento financiero personalizado a individuos y familias, y cuenta con características como acceso a vehículos para personas con discapacidad y sala de baños. Los clientes han destacado la atención personalizada y la capacidad del equipo para entender sus necesidades financieras.

👍 Reviews of Harper Financial Associates, LLC

Susan G.

5/5

I would highly recommend Harper Financial Associates. My Husband and I first met Bob at a seminar at our local library. We had concerns about our retirement planning and whether we would have sufficient income to meet our needs. Bob answered all of our questions and presented us with a detailed plan that eased our concerns.

Michael T.

5/5

My wife and I attended one of Bob’s seminars on Social Security at our local library. We were impressed with Bob’s knowledge about social security and tax implications that we decided to meet with him to discuss our current retirement portfolio and retirement planning. After our initial consult we transferred our retirement assets to Harper Financial. Since then, Bob has been a trusted advisor on all aspects of our financial well being (IRA distributions, Portfolio Allocations, Tax implications, Social Security planning, Estate planning, Roth conversions, etc). Bob is always available and very responsive to all our questions big or small. We are lucky to have him as our financial planner.

mary B.

5/5

I highly recommend Harper Financial Associates . I had planned and saved for my retirement but had a lot of questions about dispersement and tax liability issues. Bob talked about developing strategies to preserve my wealth and helped me ask the right questions for my tax advisor to lessen the impact. He presented a plan that made sense. If you are thinking of having your retirement options reviewed, this is a good company to engage.

taijiquan5712

5/5

Bob is becoming a port in the storm as I begin navigating what to do with retirement income, Social Security, and the moving target that is the recent tenuous financial landscape. He outdid himself gleefully chasing down what might be a nest-egg of a lost pension from a job many decades ago. I also really appreciate his tenacity in helping me to understand what I feel are very complex concepts. He is very upfront about what is going well and where there is opportunity for adjustments. I trust him.

Taylor T.

5/5

My wife and I feel lucky that we attended one of Bob’s seminars and my only regret is that we did not have the foresight to start the process with him even sooner. Bob’s help in developing a financial plan has been fantastic. Many thanks to Bob and everyone at Harper Financial for clearly setting us on the path. Their help has been invaluable, and we are so glad to have Bob particularly as a trusted advisor.

Mary M.

5/5

Our consultant, Robert Allen, really understands our retirement goals. He has always searched out options that strengthen our plan and work within our comfort zone. His knowledge and expertise are first rate.

JA M.

5/5

Bob explains things very well, is a great listener, and cares about others. No hard selling. I look forward to working with him probably in the future for a comprehensive financial plan.

jennifer K.

5/5

Bob Allen was such a wonderful associate. He is very knowledgeable and takes his time explaining everything.