I became a financial advisor to help you and your family achieve the financial means to support the lifestyle you want now, and in the future.
Prior to becoming a financial advisor, I spent over three decades inside the financial services industry and was frequently asked to contribute to industry publications and speak at industry events across the country.
I have also earned the CFA® professional designation. This distinction, combined with my years of experience, uniquely align me to help you achieve your financial goals.
The Clients I Serve:
I thrive on working with individuals who are serious about achieving their financial goals, who are looking for someone with the strategies and experience to help them reach those goals. In particular, I work with people who are working toward or are in retirement, families planning for college, professionals of all ages and institutions needing guidance on managing endowments.
How I Partner With My Clients:
As a financial advisor, I believe that it’s important to invest my time in understanding what you’re working toward before you invest your money. Working together, we will combine my financial knowledge and experience with your individual goals to create a customized financial strategy.
At Edward Jones, we use an established process, backed by almost a century of experience. Relationships are important and we will partner together throughout your life to help keep you on track.
A Few Fun Facts:
I have rafted the Grand Canyon two times and I 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.
I volunteer on the board of several non-profits and serve on the finance committee in my home town of Ipswich.
My favorite food is my wife’s mac and cheese, and I consider our children, Anthony and Amelia, my biggest accomplishment.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Spending Time with Family
- Active Lifestyle
Office Address55 Market Street
Ipswich, MA 01938
Phone NumberWalter W Hartford at (978) 356-3002
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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