Stonehearth Capital Management - Danvers, Massachusetts

Address: 100 Conifer Hill Dr STE 105, Danvers, MA 01923.
Phone: 9786243000.
Website: stonehearthcapital.com
Specialties: Financial advisor, Financial consultant, Financial institution, Financial planner, Investment service.
Other points of interest: Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, LGBTQ+ friendly, Transgender safespace, Free parking lot, On-site parking.
Opinions: This company has 92 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Stonehearth Capital Management

☎️9786243000

⏰ Open Hours of Stonehearth Capital Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Stonehearth Capital Management

Located at 100 Conifer Hill Dr STE 105, Danvers, MA 01923, Stonehearth Capital Management stands out as a premier financial advisory firm serving the local community with a comprehensive range of services. With a phone number 9786243000 and an accessible website stonehearthcapital.com, potential clients can easily reach out for expert financial guidance.

Key Features and Services

Financial Advisory and Consulting: Stonehearth Capital Management specializes in offering personalized financial advice and consulting services tailored to meet individual and institutional financial needs. Their expertise spans across various sectors, including financial planning and investment services.

Financial Advisor
Financial Consultant
Financial Institution Guidance
Comprehensive Financial Planning
Investment Services

Accessibility and Inclusivity

Understanding the importance of accessibility and inclusivity, Stonehearth Capital Management offers a welcoming environment for everyone. Their facilities are wheelchair accessible, with amenities such as a gender-neutral restroom, making their services available to a diverse clientele. Additionally, their office supports language assistance and caters to all genders, fostering a truly LGBTQ+ friendly and transgender safe space.

Additional Points of Interest

Onsite Services	Offering on-site services ensures convenience for their clients.
Free Parking	Adds to the appeal of their location for those who prefer driving.
LGBTQ+ Friendly	Embracing diversity and inclusion.
Transgender Safe Space	Providing a safe environment for transgender clients.

Client Reviews and Opinions

Clients have left glowing reviews, highlighting the exceptional service provided by Stonehearth Capital Management. With an impressive average rating of 4.9/5 based on 92 reviews on Google My Business, the company has earned a stellar reputation for its detailed explanations, basic yet thorough terminology, and creating a relaxed, non-preachy office atmosphere. Clients feel integrated into the team from the outset, indicating a high level of client satisfaction and trust.

For those considering financial guidance or investment advice, Stonehearth Capital Management offers a blend of professionalism, accessibility, and personalized service that is hard to find. Their commitment to inclusivity and client comfort further sets them apart in the competitive financial advisory sector.

Final Recommendation

If you're seeking reliable financial advice or investment services in a welcoming and accessible environment, contact Stonehearth Capital Management today Visit their website stonehearthcapital.com to schedule a consultation or learn more about their offerings. Their team is ready to help you navigate your financial future with confidence and ease.

👍 Reviews of Stonehearth Capital Management

Stonehearth Capital Management - Danvers, Massachusetts

Brian O.

5/5

Highly recommend the team at SCM! David, Amanda and Christine have been great to work with. Everything is explained in detail, but in basic terminology. Very relaxing office environment where the financial strategy is discussed and not preached. I felt that I was a part of their team right from the start!

Theresa S.

5/5

I highly recommend Stonehearth Capital Management for your investment needs. Jamie Upson and Jena Santa Anna provide excellent service and ensure your needs are met. I have utmost confidence in their ability to offer sound investment advice.

Patricia C.

5/5

Stonehearth has been taking care of our finances since 2012 and we are so glad that we put our financial lives in their hands. We've basically just been able to sit back and relax without a financial care in the world for the past 12 years. Good people. Thanks Jamie and Joe.

Loyd and Pat Carney, Danvers, MA

Jack D.

5/5

Jamie Upson and the staff at Stonehearth Wealth Management are the epitome of professionalism.
Always informative and more importantly responsive to client needs.
We have been with the firm since 1998 through ups and downs in the economy, and have no problem recommending their services to friends or family.

Cynthia B.

5/5

We have been with Stonehearth for about 25 years and always feel that we are treated with respect and concern for our financial health. We have complete trust in their ability to be the "watchdog" we need to keep our portfolios healthy and always appreciate the welcoming feel when we go to the office for meetings. Great, friendly staff!

Michael C.

5/5

I recently had the pleasure of working with Stonehearth Capital Management, and I couldn't be more satisfied with their service. The team is knowledgeable, professional, and truly dedicated to helping clients achieve their financial goals. Special thanks to Jamie, whose expertise and personalized approach made a significant difference in my financial planning journey. Jamie's guidance was invaluable, and I highly recommend Stonehearth Capital Management to anyone seeking sound financial advice.

Kendra O.

5/5

I've had an excellent experience with Stonehearth, including Jamie, Joe and Jena. They came highly recommended and have only exceeded my expectations. Extremely responsive, have helpful online software, and all down to earth and approachable. I feel confident that with their advice, I have a well thought out plan for retirement and other life goals. Plus a free pie for Thanksgiving! As someone who does not have much experience with financial planning or investing, they made me feel comfortable right away, and I have never felt any "less" of a client for not having a million dollar portfolio. Thanks guys!

Daniel F.

5/5

We have been clients of Stonehearth for several years and have always received excellent service. Today was no exception. We met with David Juliano for an annual review, which is normally a 1 hour appointment. We spent the better part of 2 hours going into grest detail about our portfolio. David was very patient with our questions and concerns, and provided clear and thorough answers. We left his office feeling confident about our retirement and our financial future.