About Hart and Hart

Hart and Hart Financial Services is a 3rd generation investment and insurance planning firm.  Founded by H. Terrell Hart and Elizabeth Hart, we have been proudly serving clients since 1965! Our practice is currently run by Barry D. Hart, and Jakob Hart.  We care about our clients and want to help them achieve their financial goals. To keep pace with our clients' needs, we partnered with New York Life to give us access to new products, advanced planning techniques, quality customer service, and pioneered new technologies.

We don't believe in a "one-size-fits-all" approach.  Instead, we work with you to create a strategy that's based on your individual needs and objectives.

So how do we get started?

Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.

Be open and honest: We'll try our best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.

Ask lots of questions: Go ahead, we don't mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make.

You make the decisions: While this is very much a team approach, there's never any doubt who's in charge. We'll analyze your needs, review your coverage, and supply all the information-but every decision is completely up to you.

 

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