Hartfield Financial & Insurance Services, Inc
Granada Hills, CA, Los Angeles
(9)
Granada Hills, CA, Los Angeles
(9)
Hartfield Financial & Insurance Services, Inc., is an independent investment management and insurance planning firm helping investors, families and small business owners since 1991. Retirement Planning (IRA, 401k, Rollovers), 529 College Savings Plans, Mutual Funds, Stocks, Bonds and on the insurance protection side;
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9 customer reviews
James Bayer
I heard about Tom and Hartfield Financial from a friend with very positive things to say. It's often hard to find someone local who cares about really helping clients.
Reviewed on Facebook
Debra Darby-Hartfield
Highly recommended!
Thomas is extraordinarily helpful creating a retirement plan and ensuring my future comfort and peace of mind.
The myriad of options and complicated plan structures were confusing and overwhelming, but Thomas was patient and encouraging walking me through the process and together we decided on the best strategy for my needs.
My 401K plan is now in place and I'm looking forward to a relaxing and enjoyable retirement - I'll be financially secure and ready to pack my case, pop on my comfort shoes and walk the streets of Europe, the Far East and South Pacific.
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Reviewed on Facebook
Amy A.
I am really happy with the services provided by Thomas Hartfield. I just moved back to the US after living in Europe for 8 years and needed an agent to guide me through Covered California's insurance plans. A lot of things had changed since I left and Tom was very helpful and friendly through every step. He patiently explained the policies and changes in laws so that I understood all my options. He made the process very easy for me and I would not hesitate to get his help in the future. More...
Reviewed on Yelp
Josephine C.
Tom is topnotch! He calls you back  immediately and kindly and patiently walks you through your entire application. He follows through on everything and gets the job done. He is avaliable at all times and responds immediately to your texts or phone calls. He made the process of applying for covered ca for my entire family smooth and has tremendous knowledge and skills. I am so grateful for all he has done for me and highly recommend him for all your covered ca questions, needs and step by step navigation of the application!! More...
Reviewed on Yelp
Angelica E.
Thomas is my new agent for Covered California. He was so extremely helpful, showing me all my options, explaining the different plan types. We must of spent an hour or more together. He is excellent at what he does, but more than that, he is a caring person. One of the nicest people you could meet. You can tell he really loves what he does. More...
Reviewed on Yelp
Debra D.
Highly recommended!Thomas is extraordinarily helpful creating a retirement plan and ensuring my future comfort and peace of mind. The myriad of options and complicated plan structures were confusing and overwhelming, but Thomas was patient and encouraging walking me through the process and together we decided on the best strategy for my needs.My 401K plan is now in place and I'm looking forward to a relaxing and enjoyable retirement - I'll be financially secure and ready to pack my case, pop on my comfort shoes and walk the streets of Europe, the Far East and South Pacific. More...
Reviewed on Yelp
summerfun91306
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. More...
Reviewed on Yellow Pages
msmith91306
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. More...
Reviewed on Yellow Pages
sunnymag
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.
Reviewed on Yellow Pages
What do you love most about your job?
I am committed to my profession and take every clients needs personal. I enjoy building financial plans to meet the needs of those who have entrusted me to build a roadmap from where they are today - to where they want to be in the future. I am very passionate and providing a complete menu of financial services, over the years my clients have put their trust in me 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.
What inspired you to start your own business?
After working for an institutional money manager Thomas Hartfield wanted to open his own firm by offering clients the strength and depth of the larger financial institutions, yet provide the personalized service and hands-on support of a smaller more intimate firm.
Why should our clients choose you?
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 20 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.
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
