…
How does the advisor help clients – Key Takeaways:
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. is a renowned financial and insurance services company that has been in business for many years. They offer a wide range of financial services to help their clients achieve their financial goals and secure their future. Through their team of expert financial advisors, they assist clients in managing their assets, planning for retirement, building wealth, and protecting their assets through insurance. The following are some of the key takeaways on how HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. helps their clients:
- Providing personalized financial advice tailored to each client’s unique financial situation and goals.
- Offering a comprehensive range of financial services, including investment management, retirement planning, wealth management, and insurance solutions.
- Giving clients access to a team of experienced and knowledgeable financial advisors who are dedicated to helping them achieve their financial objectives.
- Utilizing cutting-edge technology and tools to provide clients with the most efficient and effective financial solutions.
- Continuously monitoring and adjusting client portfolios to ensure they are aligned with their financial goals and risk tolerance.
- Regularly communicating with clients to keep them informed about their investments and any changes in the market that may affect their financial plan.
Facts and Insights:
Founded in 2005, HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. has been serving clients across the country for over 15 years. The company is headquartered in New York City and has advisors located in various states to better serve their clients. They manage assets worth millions of dollars and have helped countless clients successfully navigate the complex financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 15+ | Over 15 years |
The above numbers reflect the company’s performance as of the latest available data and may be subject to change.
Financial Services Offered:
- Financial Planning
- Investment Management
- Retirement Planning
- Wealth Management
- Insurance Solutions
Client Types:
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. caters to a diverse range of clients, including individuals, families, small business owners, and corporate clients. Their services are tailored to meet the unique financial needs of each client, regardless of their income, net worth, or risk tolerance.
Fees & Compensation:
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. operates on a fee-based structure, which means they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’ goals, as they only succeed when their clients’ investments perform well. Additionally, they may also receive compensation through commissions from insurance products, but only after full disclosure to the client.
Background:
HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. was founded by John Hartfield, a highly experienced and reputable financial advisor. He has a strong background in the financial industry and holds multiple certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. John and his team of advisors have a deep understanding of the financial markets and strive to provide the best solutions to their clients to help them attain financial success.
Financial Advisor Disclosures to Know:
Prior to working with any financial advisor, it is crucial to understand their background, credentials, and any potential conflicts of interest. HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. has a clean record and has no disciplinary actions or regulatory sanctions. They are committed to providing transparent and ethical financial services to their clients.