Map
Detailed Information
- Place Types Insurance agency
- Address 43 Constitution Dr, Bedford, NH 03110, USA
- Coordinate 42.9578427,-71.5016368
- Website Unknown
- Rating 5
- Compound Code XF5X+48 Bedford, NH, USA
Openning hours
- Monday 7:30 AM – 4:30 PM
- Tuesday 7:30 AM – 4:30 PM
- Wednesday 7:30 AM – 4:30 PM
- Thursday 7:30 AM – 4:30 PM
- Friday 7:30 AM – 4:30 PM
- Saturday Closed
- Sunday Closed
Photos
Reviews
I need to give a big shoutout to Caitlin. I switched to her after a couple of older male financial planners disappointed me with poor communication and lackluster results. I can’t even explain how great it is to work with a financial planner who is my age, and understands how my generation communicates. She’s responsive by email, gives great advice, and helps me work through my natural risk aversion to get me into investments that will grow my money without giving me horrible anxiety. When I started working with her, all I had was a small IRA, but she took me and my money seriously, and as my finances have improved (I’m a small business owner, it’s always something new!) she’s been fantastically responsive in helping me make good choices about the next steps.nnAnd that’s even before getting into her willingness to research health insurance options for me every year even though I haven’t switched, or her honesty in telling me when I don’t need a product, or the fact that she’s now also taken good care of my parents, friends and employees in various ways.nnOh and she loves dogs and children. Really, I have nothing but good things to say about Caitlin.
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