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Hartfield Financial & Insurance Services, Inc      5/5.0   (2 Review(s)) Newest Review: 08-21-2008
980 Enchanted Way , Simi Valley, CA 93065 Oldest Review: 11-13-2007
(Financial advisors)

2 Review(s)
5 star2
4 star0
3 star0
2 star0
1 star0
Average Customer Review
5/5.0   (2 Review(s))
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Overall Satisfaction
Adherence to cost & schedule
Responsiveness
Subject Matter Expertise
Quality of Service
Reviewed by msmith
from Canoga Park:
I was referred to Thomas by my CPA and that was the best call I ever made. He worked hard to reduce my taxes by helping me set up the right retirement plans as well as made sure I was properly diversified. I also like the fact that I am able to meet with him in person and he always answers the phone himself. Thank you for looking after my investments! Michelle S.
 
 
Overall Satisfaction
Adherence to cost & schedule
Responsiveness
Subject Matter Expertise
Quality of Service
Reviewed by Sunny
from simi valley:
I met with Tom and he was extremely helpful and knew the retirement rules very well. He was able to do all the work for me to rollover my old 401k plan into my own retirement account. I liked the fact he researched mutual funds for me and provided custom asset allocation recomendations. I will certainly refer him to others. Mark.

   
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