Drumlin Financial Advisory
206 Ayer Road, Harvard, Massachusetts 01451
About the Drumlin Financial Advisory
Drumlin Financial Advisory, located at 206 Ayer Road in Harvard, Massachusetts, is a finance institution dedicated to helping individuals define their own path to financial success and security. With a quote reminding us to take control of our own destinies, Drumlin Financial Advisory offers personalized investment advisory products and services through experienced professionals like Jill Hennessey, CFP®. Whether you are looking to build a more enjoyable future or achieve financial peace of mind, Drumlin Financial Advisory can help guide you on the right path. Contact them today to learn more about how they can assist you in reaching your financial goals.
Photos of Drumlin Financial Advisory
206 Ayer Rd Suite 6, Harvard, MA 01451, United States
Opening hours of Drumlin Financial Advisory
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Drumlin Financial Advisory
"We have worked with Jill for most of the last decade, and the result has been a huge improvement in our overall peace of mind. She has helped us to identify our goals and to take the steps needed to attain those goals. Jill is always willing to answer questions and explain financial concepts and tools, so that we feel confident, we understand what we're doing financially, and we know we are on the right track. She has been especially helpful as we approach the many challenges involved in retirement. We highly recommend Jill!"
"We have been working with Jill at Drumlin Financial for seven years and we could not be more pleased with the service she provides. She is very knowledgeable and experienced with financial planning. She helped us navigate the tax consequences of a complex stock buy-out and she has been instrumental in helping us make the right decisions to achieve our financial goals. She is always willing to answer any questions we have and her advice is always sound. I highly recommend Drumlin Financial."
"We've worked with Jill at Drumlin Financial for over 7 years. She's an excellent financial manager, helping us define and meet our goals with financial management appropriate to our life stage. Jill is extremely knowledgeable, very responsive and always available to discuss changes in plans, questions, etc. We are very confident that our financial affairs are in good hands with Jill and we very much enjoy working with her."
"Jill and her firm are trusted advisors when it comes to managing our family finance and investment planning. We appreciate her sensible approach that’s tailored for our specific situation and risk tolerance. We rely on Jill’s experience and advice when we are unsure about what to do next or when we stray off course or hit unexpected hurdles in our plan. Jill helps us get back on track, develops solutions, and makes us feel secure about how and where our money is working for us. Thanks Jill!"
"Jill Hennessey has been our Financial Advisor for the past 10 years. My wife and I found it important to work with a fee only planner that could also handle our taxes. Jill is easy to work with, always explains complex issues easily, knowledgeable in her field and very thorough. She has kept us on track for retirement with great advice. In addition, Jill has great tools we access with a full view of our assets and liabilities that we often use. We would highly recommend Jill as a Financial Advisor."
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