Hartman Financial Services
Hartman supports client needs in the various financial areas in cooperation with clients' legal and tax counsel.
General areas of involvement include the following:
Commercial clients:
- Qualified retirement plans including, but not limited to:
- Profit Sharing
- 401(k)
- Money Purchase
- ESOP
- SIMPLE
- Nonqualified retirement plans including, but not limited to:
- Life and disability income insurance for business purposes
- Long-term care insurance as an employee benefit/executive carve-out
Personal clients:
- Investment products including, but not limited to:
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds
- IRA's, Annuities, 529 college savings plans
- Advisory services
- Insurance products including term life, permanent life, disability income, long-term care
Jens Thorsen, Dale Miller and Ashley Miller are Registered Representatives of and offer securities through Walnut Street Securities, Inc. (WSS) Member FINRA/SIPC.
Advisory services offered through PFG Financial Advisors (PFG FA) a registered investment advisor.
The Hartman Group and PFG FA are not subsidiaries or control affiliates of WSS.
We have representatives in this office licensed and registered to offer products and services in [PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
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