Hartfield Financial & Insurance Services, Inc.

2731 Erringer Road Simi Valley , CA , United States 93065

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Contact Information

Name:

Thomas Hartfield

Address:

2731 Erringer Road Simi Valley , CA 93065

Directions:

Located in the heart of Simi Valley, Hartfield Financial & Insurance Services, Inc serves Los Angeles and Ventura counties. Mr. Hartfield will travel to your home or office.

About mi Financial Service

Financial Service Category

Accountant

Finance Credentials

Member FINRA, SIPC, MSRB

Years of Experience

About mi Business

Hartfield Financial & Insurance Services, Inc., was created in 1994 by Founder and President, Thomas J. Hartfield. Retirement Planning (IRA, 401K Rollovers) and investments in Stocks, Bonds and Mutual Funds. We also offer Life and Health Insurance. Our gola is to offer 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. "Helping Families Preserve Their Wealth"

Services Provided & Rates

Service Name	Duration	Rate	Description
Independent Investment Advice	Pro-Active	Negotiated	Hartfield Financial & Insurance Services can offer 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.

Professional Experience

Position	Facility/Company	Specialty	Dates Performed	City	State	Country
President , Financial Advisor	Hartfield Financial & Insurance Services, Inc.	Retirement Planning, Asset Allocation and Investment Diversification.	06/15/1994 - 12/31/1969	Simi Valley	CA	United States of America

Professional Affiliations

Affiliation
Member FINRA, MSRB & SPIC

Certification/Licensure

Name	Description	Date
California Dept of Insurance Life and Health License	Life and Health License issued by the California Dept of Insurance

Honors & Awards

Title	Description	Date Received
Rising Star	2006 recepient of the Rising Star Award from the Simi Valley Chamber of Commerce	06/15/2010
Ambassador of the Year	2007 Ambassador of the Year
Chair of Ambassadors	2011 Chair of the Ambassadors of the Chamber of Commerce

Community Involvement

Facility	Role	Description
Boys and Girls Club of Simi Valley	Board Member	As a Board Member I help with the Club’s direction and advice and responsible to ensure that the Club fulfills its mission statement. In doing so, I also help set the club’s overall policy objectives.