Hartfield Financial & Insurance Services, Inc.

EST. AUM
$28,235,473

CONTACTS

CLIENT ACCOUNTS
107

Firm Details

Metro area Los Angeles
CRD Number 300408
Website hartfieldfinancial.com
Client types

Overview

Hartfield Financial & Insurance Services, Inc. (operating as HFIS Advisors) is an independent, state-registered investment advisor (RIA) headquartered in Granada Hills, California. Founded and led by President Thomas J. Hartfield, the practice provides custom asset allocation, retirement income planning, corporate benefit structures, and tax planning strategies. HFIS Advisors delivers personalized fiduciary financial guidance to individuals, pre-retirees, families, and business accounts.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hartfield Financial & Insurance Services, Inc.

Platform Details

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