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Investment Services

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.

Photo of Jonathan Lee & Alyson Basso, Managing partners at Hayden Financial Group
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:
Email Alyson Basso:

To learn more about Hayden Financial Group, click below. Hayden Financial Website link.

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Registered Representatives offer securities through Securities America Inc., Member FINRA /SIPC.Advisory services are offered through Hayden Financial Group LLC, a registered investment advisor. Hayden Financial Group LLC, BankGloucester Financial Services, BankGloucester, and Securities America are separate entities.
Not FDIC Insured, 
          No Bank Guarantee, May Lose Value, Not a Bank Deposit, Not Insured 
          by Any Federal Government Agency
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.