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Hartfield Financial & Insurance Services, Inc
- Financial Services
- Simi Valley, CA
About this business
Message from Hartfield Financial & Insurance Services, Inc. HFIS, founded in 1994, offers: IRA,s, 403b's, Rollovers, 401K's, Life Insurance, Long-Term Care, College 529 Plans, Mr. Hartfield personally meets clients every 6 months in-person. Custom designed asset allocation strategies are his specialty. Financial Plans are personalized to fit each individual�??s unique needs. "HELPING FAMILIES PRESERVE THEIR WEALTH" More about Hartfield Financial & Insurance Services, Inc. Hartfield Financial & Insurance Services is an Indepe... read more
Location details
2731 Erringer Rd, #90, Simi Valley, CA, 93065, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was referred to Thomas by my CPA and am very happy with his advanced retirement planning knowledge. His desire to work directly with my tax person is a huge plus. I now have two professionals working together to save me taxes. He now manages my old 401k plan too and put a custom designed asset allocation plan in place. I sleep better at night knowing he is looking after my investments and I know you will to.
I recently left my job and Tom and his staff helped me rollover my old 401K and made the process very easy to understand. In fact my portfolio is even more diversified than it was before. We are also setting up a college 529 account for my children. I did not know about these tax free accounts until I met Tom. I am now telling all my friends about how he cares and looks at your whole situation. Thank you. Michelle S.
Very helpful and knowleagle. I was very impressed with the caring and attention to detail they showed by helping me with my retirement options. Thank you.
Excellent help I met with Mr. Hartfield to review my retirement options and was very pleased with his thoughtfulness and assistance. He helped with rolling over my company 401k and pension plan. I wouldn't hesitate to refer him to anybody. Thank you.
Frequently asked questions about Hartfield Financial & Insurance Services, Inc
How is Hartfield Financial & Insurance Services, Inc rated?
Hartfield Financial & Insurance Services, Inc has a 4.8 star rating with 6 reviews.
When is Hartfield Financial & Insurance Services, Inc open?
Hartfield Financial & Insurance Services, Inc is open now. It will close at 6:00 p.m.
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