Harding Financial and Insurance - Burlington, Massachusetts

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Harding Financial and Insurance: A Leading Financial Planning Company

Located at 60 Burlington Mall Road Suite 102, Burlington, MA 01803, and with a phone number of 819333025, Harding Financial and Insurance is a reputable financial planning company that has been serving clients for many years. Their website can be found at hardingfinancial.net.

The company specializes in financial planning and offers a range of services to help clients achieve their financial goals. Some key points of interest at their location include a wheelchair accessible entrance, parking lot, and restroom facilities, with appointments recommended for the best service.

Expertise and Specialties

Harding Financial and Insurance is known for their comprehensive financial planning services, which are provided in a supportive and non-intimidating manner. The team is highly skilled and experienced in helping clients understand and manage their finances, making the process as easy and efficient as possible.

Client Reviews and Testimonials

The company has received numerous positive reviews, with an impressive average rating of 5/5 on Google My Business. Many clients praise the team for their attentiveness to detail, down-to-earth approach, and ability to put clients at ease during the financial planning process. One client stated, \"Kim and her team are amazing. I’ve worked with them for over 10 years and have been consistently impressed with the level of service and support provided.\"

Conclusion

In summary, Harding Financial and Insurance is a highly regarded financial planning company that offers a range of services to help clients achieve their financial goals. With a strong focus on customer satisfaction and a team of experienced professionals, it is no wonder that the company has earned such high praise from its clients. For anyone seeking financial planning services, Harding Financial and Insurance is definitely a company worth considering.

Specialties: Financial planner

Other points of interest:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Restroom
• Appointments recommended

Opinions: This company has 42 reviews on Google My Business.

Average opinion: 5/5.

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"summary": "Harding Financial and Insurance is a reputable financial planning company located in Burlington, MA, offering comprehensive services and a client-centered approach.",
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👍 Reviews of Harding Financial and Insurance

Erica L.

5/5

Kim and her team are amazing. I’ve worked with them for over 10 years. I’m extremely impressed and satisfied that I’m meeting my financial goals. Kim is very attentive to details, down-to-earth, and reassuring. They provide comprehensive financial planning in a supportive and non-intimidating way. Kim makes ongoing assessments about financial health easy and efficient. I highly recommend Harding Financial.

Patrick F.

5/5

We have been working with Kim Harding for almost 10 years and could not be happier. We started before retirement and now several years into the next phase of our lives everything is going great. Kim always explains everything clearly and in easy to understand terms. Working with Kim and Lauren Kupris and the rest of the office team has been great. We are very pleased with Harding Financial and Insurance.

HRC C.

5/5

I have been working with Kim Harding for 6 years. I am so appreciative to have her advice. Kim always explains her investment recommendations and strategies clearly, concisely and patiently! I trust Kim and I’m confident that her planning is customized to my needs and my long-term financial health. I would highly recommend Kim and her team.

Roy L.

5/5

My wife and I have been working with Kim for several years, and she has been invaluable in helping us plan for the future and achieve multiple goals. Today, we have plenty of savings and investments, feel very comfortable with our long-term plans, and have been able to achieve our goals of buying multiple properties. Without Kim's support, none of this would have been possible. I recommend Kim to anyone who will listen, deciding to work with her was one of the best decisions my wife and I have ever made.

Kathy G.

5/5

A year ago I lost my job, had a death in the family and was being pressured by financial company's to as to whether to take cash balance or collect a pension. Ben did an awesome job explaining in detail the direction I should go. One year later I am happy with life, enjoying retirement and happy that Ben is my advisor!

Janice G.

5/5

Ben has given my husband and I piece of mind that our retirement years will be safe from financial worries. He has both advised and recommended changes as well as confirmed that the strategies we have previously used will serve us well in the future. We have gone from very little retirement savings in our early forty's to a secure future. Our hard work and advice from others prior to meeting Ben help set us up for success. Now, Ben's expertise and guidance will bring us from pre retirement to and through retirement. I was thrilled that he told me he would let me know when I NEEDED to spend some well earned money and when to back off. As we age I know I'll have someone to help guide me/us!

Lindsay C.

5/5

I don't know where I would be without Harding Financial and Insurance! The entire office is incredible and eager to help. Since I am a small business owner, I work with Ben who is absolutely amazing. I was so nervous to talk about my financial situation and goals -- I had no idea where to even begin. Ben completely transformed how I think about my savings, investments and goals. I leave each meeting feeling confident and refreshed. The systems that Harding Financial has created for me allows me to have peace of mind. I cannot say enough wonderful things about the entire team -- they work effortlessly together and treat each client as a friend.

Lawrence B.

5/5

We have been working with Kim and her team for over ten years. She has done a wonderful job of preparing us for and coaching us into retirement. She has kept us on track with the recommendations she has made which have been aimed at helping us achieve the things that are important to us. She takes the time to explain why she recommends action and then follows up. Lauren and her office staff are very helpful and always respond very timely to any questions or concerns.