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Robert J. Hartfield, Jr., CFP®

Hartfield Advisors, Inc.

1554 Paoli Pike
#269
West Chester, PA 19380
Phone: (610) 692-5235
Fax: (610) 344-7701

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.