Hartfield Financial & Insurance Services, Inc.

★★★★☆
Monday - Friday 8:30 - 5:00 Evenings and Weekends by appointment only Mr. Hartfield has two office locations to serve you. Please call for an appointment.
  • 2731 Erringer Road

    Simi Valley, CA 93065

    Map & Directions
  • 805-522-5815

About Hartfield Financial & Insurance Services, Inc.

Categories
  • Accountants
  • Financial Planners
  • Stocks & Bonds
  • Life Insurance

Insurance

Insurance
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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.

4
★★★★☆

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.

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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 Independent Financial Advisory and Insurance practice founded by Thomas J. Hartfield located in Simi Valley since 1991 offering Retirement Planning (IRA, Rollovers & 401K), 529 College Savings Plans, Mutual F

 

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