What Sets Us Apart
Palmer Hammond Financial is your destination for every aspect of financial planning. Unlike some of the big Fortune 500 investment companies, Palmer Hammond Financial provides local services built on personal relationships. We take the time to get to know all of our clients personally so that we can properly advise them on a cohesive financial plan.
Palmer Hammond Financial is your destination for every aspect of financial planning. Unlike some of the big Fortune 500 investment companies, Palmer Hammond Financial provides local services built on personal relationships. We take the time to get to know all of our clients personally so that we can properly advise them on a cohesive financial plan.
A Complete Team Effort
Building a complete financial plan is an intricate process that requires personalized research and advising. At Palmer Hammond Financial, we specialize in cohesive personal planning and investment. We can help advise you on important decisions such as buying a home or a new car, or even college planning for your kids, all while ensuring that your retirement and estate planning are taken care of. This way, we can help you prepare for unexpected circumstances as they arise and we can help you adapt your plan as you go. We offer whatever level of planning and advising best fits your goals and lifestyle.
When you work with Palmer Hammond Financial, you get to know our entire team so you can get quick and timely help whenever you need us. Our comfortable waiting area is conveniently located right outside our office door so your kids can sit comfortably, watch TV, and play games in a safe and monitored environment. We do all this because we care.
Finance Links
Industry regulators such as the SEC and FINRA require certain disclosures both prior to opening account and on a periodic basis. These disclosures are intended to assist you in the process of evaluating financial services firms, and your representative.
Form ADV Part 2 is divided into two parts. Part A includes information such as the types of advisory services offered, our fee schedule, disciplinary information, conflicts of interest, business affiliations and other disclosures that are of interest. Part B provides information on the business background of your Investment Advisor Representative.
Form CRS is a new relationship summary form that covers a number of topics including the types of services offered, the fees and costs you will have to pay for those services, potential conflicts of interest the firm has, and other disclosures that may be of interest to you. Form CRS is designed to assist you in the process of evaluating financial services firms such as us.
Wrap Fee Brochure or “Brochure” provides you with a summary of IC Advisory Services, Inc.’s wrap fee programs. This Item is used to provide our clients with a summary of new and/or updated information; we will inform of the revision(s) based on the nature of the information.
Our Financial Services
At Palmer Hammond Financial Services, we understand that life requires us to make appropriate plans for all major financial decisions. That’s why we offer an all encompassing approach that ensures your financial well being is cared for appropriately. Talk to an adviser today and see how our personal approach separates us from the rest.
Disclosure: All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Nicholas Hammond and Daniel Caissie are Registered Representatives of The Investment Center, Inc. Palmer Hammond, Palmer Hammond Financial Services, Palmer Hammond Tax Services are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Check the background of the investment professional(s) on FINRA's BrokerCheck. Important Disclosure Information (Click Here)
Important Disclosures | FORM ADV PART IIA | FORM ADV Part IIB - Nicholas Hammond | FORM ADV Part IIB - Daniel Caissie | FORM CRS | Wrap Free Brochure | Privacy and Trademark Policies