What would you future look like if you worked with a financial planner that had a deep understanding of your situation, put their heart into what they did, and catered your plan to your family’s unique situation?
Good news: that’s exactly what we do here at Harford Financial Group. We believe in the successes of our clients and always operate with a focus on relationships, value, service, teamwork, purpose, and professionalism.
We are a relationship-driven firm and are focused on building long-term, trusted connections that span for lifetimes. Rather than push products or talk over the heads of our clients, we get to know you on a personal level and cater your plans to your goals.
We want every client interaction we have to provide a greater sense of value and education. We do this by utilizing an in-depth process and educate you along the way. We want you to feel welcome in our office at any time, no matter what your concerns or questions may be.
Service comes first at our firm and we not only meet but exceed our clients’ expectations. We are honest, fair, objective, and hold a high standard of integrity, compassion, and understanding. We do the hard work for you and have the forms signature ready to save you time.
Some of our team members have been with us throughout their entire career, some have a diverse professional background, and all are dedicated to our clients and their families. We also hold some of the industry’s highest designations, including being CERTIFIED FINANCIAL PLANNER™ professionals and Retirement Income Certified Professionals.
Oprah once said “follow your passion; it will lead to your purpose.” This quote rings true at our firm as we help clients articulate their purpose-driven life and plan for the goals that matter to them. We understand that when you are worried about money, you can’t focus on your purpose. Let us handle your investments so you can find your drive and passion and live your best life.
In addition to helping our clients be their best self, we believe in pushing our team to always be striving for growth, as well. Many of our team members have started with us as interns and grown their careers to hold executive positions, while also enjoying a healthy work-life balance. Our team is always getting better and we give our employees the chance to grow.