Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Paul Hart
President, Hart Financial Services, Inc.
Info@hartfs.com
717-586-9269
Hart Financial Services, Inc. was founded by Paul Hart, a Certified Financial Planner, in 2002 after having more than eight years of industry experience with Metlife Financial Services. Hart Financial Services, Inc. has since served south central Pennsylvania with comprehensive financial planning for more than 15 years. Through our planning process, our clients obtain their maximum wealth potential while minimizing or eliminating risk.
Paul Hart graduated from Towson University in 1994 with a degree in business. He served as a financial planner at Metlife Financial Services from 1994-2002. He then started Hart Financial Services, Inc. in 2002, while achieving the Certified Financial Planner designation in 2004.
Kyle Hart
Financial Advisor, Hart Financial Services, Inc.
Khart@hartfs.com
717-578-0895
Kyle Hart graduated from York College of Pennsylvania in 2017 with a degree in Business Administration and Finance. He obtained his Pennsylvania and Maryland Life, Accident, Health, and Fixed Annuities license and has served as a full-time advisor since May 2017.
Corey Hart
Financial Advisor, Hart Financial Services, Inc.
Chart@hartfs.com
717-855-7849
Corey Hart graduated from Penn State University in May of 2019 with a B.S. degree in Business with a specialization in Financial Services. He has 2 years of industry experience through internships with Hart Financial as well as 1847Financial. He obtained his Pennsylvania Life, Accident, Health, and Fixed Annuities license in 2018 and is currently serving as full-time financial advisor with Hart Financial Services.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.