Empowering Your Financial Future
Harding Financial and Insurance is a financial services firm dedicated to serving professionals and retirees in their journey towards financial independence. We are committed to providing personalized financial planning and advisory services to help our clients manage their financial future.
Our team of experienced financial professionals specializes in investment advisory, retirement planning, insurance, and tax planning services. We work closely with our clients to understand their unique financial goals and develop customized strategies tailored to their individual needs.
Our Services
*Investment Advisory Services*
Our investment advisory services are designed to help our clients build and preserve their wealth. We offer a broad range of investment solutions, including mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. Our investment approach is guided by a disciplined, research-driven process that aims to achieve consistent, long-term results.
*Retirement Planning Services*
Our retirement planning services help our clients prepare for their financial future. We work with our clients to develop a comprehensive retirement plan that considers their income sources, expenses, and risk tolerance. We offer a variety of retirement planning solutions, including 401(k) planning, IRA rollovers, and annuities.
*Insurance Services*
Our insurance services aim to protect our clients' assets and loved ones. We offer a range of insurance solutions, including life, disability, and long-term care insurance. Our team of experienced insurance professionals works with our clients to understand their needs and provide customized insurance solutions.
*Tax Planning Services*
Our tax planning services aim to help our clients maximize their after-tax income. We offer a range of tax planning solutions, including tax-efficient investment strategies, charitable giving strategies, and tax-advantaged retirement savings plans.
Meet Our Team
Our team of experienced financial professionals is dedicated to providing exceptional service to our clients. We have decades of experience in the financial services industry and a passion for helping our clients achieve their financial goals. Our team includes:
- Benjamin A. Harding, Founder and President
- Kimberly A. Harding, Chief Operating Officer
- Robert Doherty, Financial Advisor
- Matt Angel, Financial Advisor
- Delia Brimmer, Financial Advisor
- Christopher Donovan, Financial Advisor
Our Commitment to Our Clients
At Harding Financial and Insurance, our clients are our top priority. We are committed to providing exceptional service and building long-term relationships with our clients. We are dedicated to helping our clients achieve their financial goals and providing guidance and support along the way.
Thank you for considering Harding Financial and Insurance for your financial planning and advisory needs. We look forward to the opportunity to work with you and help you achieve your financial dreams.
Overall Experience
The reviewers have had an extremely positive experience with Harding Financial and Insurance, with all of them giving 5-star ratings. They have praised the company's services, staff, and personalized approach to financial planning.
Financial Planning and Guidance
The reviewers have appreciated the guidance and planning provided by the company's experts, including Kim Harding, Ben, and Matt Angel. They have been impressed by the personalized approach, clear explanations, and customized strategies tailored to their individual needs.
Trust and Communication
The reviewers have praised the company's staff for being trustworthy, responsive, and communicative. They have appreciated the regular follow-ups, easy-to-understand explanations, and prompt responses to their questions and concerns.
Long-term Benefits
Many reviewers have mentioned the long-term benefits they have gained from working with Harding Financial and Insurance. They have reported achieving their financial goals, feeling secure about their retirement, and having peace of mind regarding their financial futures.
Recommendations
The reviewers have highly recommended Harding Financial and Insurance to others, citing their exceptional service, expertise, and personalized approach.
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