HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.

Overview

Hartfield Financial & Insurance Services, Inc. is an independent, individually owned registered investment adviser operating as a corporation. The firm serves individual and family clients and combines advisory services with insurance brokerage. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. Compensation comes primarily from a percentage-of-AUM fee schedule supplemented by hourly charges. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

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Location & Offices