Hartfield Financial & Insurance Services

Hartfield Financial & Insurance Services

  • Simi Valley, California
  • 93065

Description

Yes. We provide advice on all types of securities, including mutual funds, stocks, stock options, bonds, bank deposits, variable and fixed annuities, real estate investment trusts and limited partnerships. We also provide advice on estate planning, budgeting and cash flow issues, 401(k), 403(b), 457 and other retirement programs, life and disability insurance, and more. Our specialty is custom designed asset allocation investment options based on your time horizon and risk tolerance.

Hartfield Financial & Insurance Services, Inc., (HFIS), a Leader in Financial Services and Insurance Planning, is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. We specialize in asset allocation and custom portfolio design while offering unparalleled service and support.

Products & services

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