Harty Financial 2 Elm Square, Andover, MA 01810

"I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire."

"I am very appreciative for Brendan Harty who spoke to me in detail about my complex family situation. I learned of this group from a webinar that his group gave about (children) special needs and trusts. Brendan was extremely well-informed and experienced in his field, plus a kind and compassionate listener. I will consult him again in the future if the need arises. Definitely recommend."

"We worked with Caleb and Brendan Harty for financial planning. They have been incredibly patient and clear, and have helped us get our family financial and life insurance situation sorted out. We have a good starting plan and a set of goals to work towards."

"Caleb is a thoughtful and practical financial advisor. He has excellent communication and provides helpful guidance on financial decisions. I highly recommend working with him and his firm!"

"Caleb and Brendan assisted us with our financial planning and establishing our life insurance. For a fairly overwhelming process, they made everything simple and seamless. They are both efficient, professional, knowledgeable, personable, kind and trustworthy. On a side note, we really enjoyed spending time with and getting to know them because they're both great people. I would highly recommend their services and have already referred them to friends and family. If you're looking to begin any financial planning, estate planning, open a life insurance plan, etc, they should be your first choice."