Independent Investment and Financial Planning
Founded in 1994, Thomas Hartfield helps individuals and small business owners with IRA's, Rollovers, 401K's, stocks, bonds, mutual funds as well as Life and Health insurance and much more. Independent local based firm with hands on pro active commitment for our clients. Helping Families Preserve Their Wealth.
Keywords: IRA, Taxes, Estate Planning, Rollovers, Advice, Planning, Life Insurance, Health Insurance.
Interview Q&A
How long have you been in business?
Hartfield Financial & Insurance Services, Inc., was created by company founder and President Thomas Hartfield in 1994 as a full service independent financial planning firm offering clients the optimum investment environment; the strength and opportunity provided by the larger financial institutions along with the personalized service and hands-on support of a smaller more intimate firm.
What is your primary product or service?
Providing a complete menu of financial services, over the years clients have put their trust in HFIS to set up Tax Efficient Financial Plans, Qualified & Non-Qualified Retirement Plans, IRAs, 529 Plans, Living Trusts, Estate Plans and much more. Committed to building long-term relationships with clients, Hartfield Financial & Insurance Services offers in-depth frequent reviews, educational workshops, plus service and support that is among the best in the industry!
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My parents were small business owners and they taught me to be prudent with my money and to help others. Because the financial markets are never predictable, I wanted to help others achieve their investment and financial goals. With my nearly 20 years of experience, I have met many folks over the years and have been able to help them put their kids through college and retire comfortably.
How do you differentiate yourself from other businesses in your category and area?
Mr. Hartfield upholds a proactive hands-on approach to his practice, staying in-touch and involved with his clients and the communities where they reside. Over the years he has been repeatedly recognized for his accomplishments as a Financial Professional, receiving awards for his leadership, Commitment to Excellence and Outstanding Client Service. He is also a frequently requested speaker by both professional and educated groups.
How many locations do you have and do you have plans to expand?
Our main office is located in Southern California and that allows us to travel to visit clients if nescessary.
Which areas do you service?
All of Southern California (Ventura, Los Angeles, San Bernadino, Riverside and Orange County) Because we are licensed in the state of California, we frequently travel to Northern CA as well.
Who owns your company or runs daily operations?
Thomas J. Hartfield is the Founder, President and Financial Advisor of Hartfield Financial & Insurance Services, Inc.
What are your hours of operation?
Monday - Friday 8:30 - 5:30. Evenings and weekends are by appointment only.
What is the best compliment anyone can give you?
A personal referral becasue we do not advertise and have built our reputation by helping our clients for nearly 20 years achieve their goals. Relationships are the heart of our business and anytime we are introduced by referral we are very greatfull.
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