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Jamie L. Hatfield Wealth Management

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Cincinnati
CRD Number
Website jlhatfieldwm.com
Client types

Overview

Jamie L. Hatfield Wealth Management is a financial services firm based in Crestview Hills, Kentucky, that provides wealth management and financial planning services. The firm emphasizes a "back to the basics" approach, offering personalized guidance for individuals and families at various life stages, including career launches, retirement planning, and legacy creation. It operates as an independent entity with securities offered through Cetera Wealth Services, LLC, and advisory services provided through Cetera Investment Advisers LLC. The firm positions itself as a local, seasoned, and compassionate advisor focused on simplifying the financial goal-pursuit process for its clients through straightforward and down-to-earth services.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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