Hartfield Financial & Insurance Services

Simi Valley, California, United States | Financial Advisors

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Thomas J. Hartfield is the President and Founder of Hartfield Financial and Insurance Services, Inc (HFIS) and has been successfully helping clients meet their long-term financial goals for nearly 15 years. HFIS has built a name for itself as a trusted leader in Financial Services and Insurance Planning.Hartfield Financial and Insurance Services prides itself on offering a highly customized approach to investing with comprehensive financial plans, access to thousands of investment products and a network of experienced accomplished professionals. As an independent company, Hartfield Financial and Insurance Services offers a vast menu of financial products & services, unbiased investment advice and has the ability to partner with other accomplished financial service providers.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! As a result, the HFIS client base has grown to include a great number of highly successful professionals and business leaders. As specialists in retirement planning regulations and employee benefit programs, Hartfield Financial & Insurance Services has also built an impressive list of corporate clients.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.


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