Bamford Heritage Group

Bamford Heritage Group A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

What you can expect when you work with me
My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, prog

ress and investments. Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Areas of Focus

•Tax Planning Strategies
•Cash Flow Management Strategies
•Social Security Retirement Benefits
•Investments
•Retirement Income Strategies
•Saving for Education

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
07/19/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

Active listening goes beyond hearing! It builds trust, brings clarity, and deepens conversations. Try listening with int...
07/18/2026

Active listening goes beyond hearing! It builds trust, brings clarity, and deepens conversations. Try listening with intent today and notice the difference it makes.
Happy World Listening Day!

07/17/2026

While an employment report released last week provided mixed messages, other measures of employment conditions reflect a somewhat stronger story: third-party data shows a fairly stable and good jobs picture for June and nonfarm payrolls are likely to be revised higher in the coming months. Learn more in this report from the Ameriprise Investment Research Group.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
07/16/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might b...
07/14/2026



Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet y...
07/12/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

07/11/2026

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insig...
07/10/2026



AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

Address

5 Bedford Farms 3rd Floor
Bedford, NH
03110

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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