Retirement planning, estate planning, tax planning, insurance products and life-based event planning such as saving for college, starting a family, purchasing a home or investing an inheritance are available to you with BankGloucester Financial Services through a relationship with Jonathan Lee and Alyson Basso of Hayden Financial Group LLC.
Jonathan Lee & Alyson Basso, Managing Partners, Hayden Financial Group
Between them, Jonathan and Alyson have over 50 years of investment advisory experience and have each worked for over 15 years in a financial institution environment.
Together with their clients, they build plans that are tailored to their client’s needs and goals, then implement those strategies and regularly revisit and review them. They understand that no one strategy fits everyone, which is why every client gets their undivided attention—from planning to execution to follow-up. They take a proactive approach to helping their clients develop a strategy to help them achieve their financial goals and objectives, using the most effective methods available.
We are excited to have Jonathan and Alyson as part of our team. They are available to meet with you at any of our branch locations. Getting started with Hayden Financial Group is easy. It begins with a conversation.
Learn more or get started?
If you have any questions or would like to schedule an appointment you may call Jonathan and Alyson directly, at 781-608-5140 or call BankGloucester Customer Service at 978-283-8200.
Email Jonathan Lee: firstname.lastname@example.org
Email Alyson Basso: email@example.com
To learn more about Hayden Financial Group, click below.
Hayden Financial Website link.