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FINANCIAL ADVISOR
CallSend Me a MessageWalter W Hartford
CEPA®, CFA®
100 Cummings Center, Suite 107 Q, Beverly, MA 01915opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Insurance & Annuities
- Sustainable investing
![](/sites/default/files/acquiadam/2023-09/certificate-icon-26x26.png)
Certifications
CEPA®
Certified Exit Planning Advisor®CFA®
Chartered Financial Analyst®
Personal Interests
- Spending Time with Family
- Community Outreach
- Volunteering
- Reading
- Volleyball
Team Members
- Kathi McVickerSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
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