Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/48190
Leading Financial Advisors on the North Shore Financial Advisors A Lifelong Trusted Resource Navigating a clear path for your financial future. Hanson Financial Group offers com- prehensive financial planning and investment management services with a focus on personal financial planning for retirees, and surviving and divorced partners. We work within our clients' existing financial plans and work with other professional advisors clients may have to help navigate a clear path for their financial future. At Hanson Financial Group, we Heidi L. Hanson, CFP® CERTIFIED FINANCIAL PLANNER™ President, Hanson Financial Group Hanson Financial Group 501 Cabot Street 2nd Floor, Suite 7 Beverly, MA 01915 978-922-4141 866-982-4141 fax: 978-922-4220 hhanson@hansonfg.com www.hansonfg.com carefully manage the size of our firm to ensure that we remain accessible to each and every client. We strive to be a lifelong preferred advisor by offering sound guidance and a high level of per- sonal service. Our clients view us as a solutions provider, overseeing the many dimensions of their family's financial affairs. As a result of their confidence in us, Hanson Financial Group was named one of Boston's 2010 and 2011 FIVE STAR Wealth Managers*, a prestigious honor awarded to less than seven percent of wealth managers in the Boston area. Hanson Financial Group is affiliated with Baystate Financial Services, one of New England's oldest and larg- est privately owned financial services firms. For over a century, Baystate has provided professional asset manage- *FIVE STAR Wealth ManagerSM is awarded by Crescendo Business Services LLC (Crescendo), an independent third-party. The award pertains to excellence in customer service, and is not indicative of investment performance. Securities offered through Registered Representatives of New England Securities Corp., a broker-dealer (Member FINRA/SIPC). Certain investment advisory services are offered through New England Securi- ties Corporation and other advisory services including portfolio management are offered through Baystate Wealth Management LLC, each a Registered Investment Adviser. Baystate Wealth Management, Baystate Financial Services, and the Hanson Financial Group are not affiliated with New England Securities. L1011211935[exp1012][MA] ment, insurance, estate planning, busi- ness succession strategies, employee benefits, retirement funding, long-term care insurance and education funding strategies. (www.baystatefinancial.com) Heidi Hanson, President, Hanson Financial Group, is a CERTIFIED FINANCIAL PLANNER™ practitio- ner, an Investment Advisor Representa- tive of Baystate Wealth Management, and a Registered Representative of New England Securities. A graduate of Providence College, she holds Series 7, 6, 63 and 65 securities registrations, as well as life and health insurance licenses. Heidi and her family live in Beverly, MA., where she is as member of the Essex County Estate Planning Council, the Financial Planning As- sociation and the Association of Divorce Financial Planners. PR OMO TION