HFM Wealth Management

Investment Bank/Securities Brokerage - Hartford, CT, US

HFM Wealth Management Employees
Christopher Pierce

Manager, Institutional Services

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Jeanine Dunn

Portfolio Administrator

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James Reynolds

Manager, Financial Planning & Portfolio Manager

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Ann Cohen

Managing Director - Treasurer - Chief Compliance Officer

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Lynn Jones

Manager of Operations

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HFM Wealth Management Senior Management
Ann Cohen

Managing Director - Treasurer - Chief Compliance Officer

Contact Ann Cohen

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HFM Wealth Management Details

I founded Hartford Financial Management, Inc. in 1989 to offer a client-focused alternative to the common financial services model of investment management. I believe that our firm has a duty to our clients to always place their interests ahead of our own. This is one reason why I structured the firm as an independent registered investment adviser, I wanted to be free of the influence that large firms often place on their own proprietary products. This meant giving up many of the quick commissions and fees that the traditional financial services industry was built upon, in order for us to obtain the objectivity that is inherent in our core beliefs. It also meant laying the groundwork for long-term relationships and gaining opportunity to see wealth applied… to future generations, to achieving one's personal and family goals, to new businesses and to community activity.-R. Dario Quiros

HFM Wealth Management logo, HFM Wealth Management contact details
Website: hfmonline.com
Employees: 10 - 19
HQ: 860-241-0028
Location: Hartford, CT, US
Revenue: 5 - 10 Million
Equity Analysis & Selection Fixed Income Security Analysis & Selection Corporate Retirement Plans Financial Planning Portfolio Design Monitoring & Management Equity Analysis & Selection Fixed Income Security Analysis & Selection Monitoring & Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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