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Walter Hartford, Financial Advisor

FINANCIAL ADVISOR
Walter W Hartford

CEPA®, CFA®
100 Cummings Center, Suite 107 Q, Beverly, MA 01915opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Insurance & Annuities

About Walter

Vision

To help you plan for your future, you need someone who cares; someone who has been through some of life's bumps and bruises and can understand where you are, right now.

From there, you need someone with the background and experience to be able to take the vivid image of your future combined with your life experiences and turn it into a plan. A plan to take the next step forward, and the next; until we reach that goal and then up the ante.

The goal for my practice is to be that trusted resource, to be dedicated and work hard so...

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CFA®

    Chartered Financial Analyst®

Education

  • Univ of Massachusetts, AmherstBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Reading
  • Volleyball

Team Members

  • Kathi McVicker
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(978) 778-9667

Fax

(844) 803-9268

Office Address

100 Cummings Center
Suite 107 Q
Beverly, MA 01915opens in a new window

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