Hattig Financial Company

www.hattigfinancial.com

Hattig Financial Company–providing peace of mind through trusted financial planning. Based in Longmont, CO, Hattig Financial Co. has been successfully providing wealth management needs to a family of clients across the country for more than two decades. We believe that clients' financial lives are dramatically more clear and peaceful through proper investment planning prior to and through retirement. Hattig Financial Co. is guided by its founding principles of trust and integrity, and grounded in the highest skill and experience. The personal relationship with clients will always be our priority, along with doing what is right for each client, every time. Serving as President of Hattig Financial Co., I am an Investment Advisor Representative through Vanderbilt Financial Group, and a Certified Financial Planner™. As a CFP® professional, I am held to rigorous ethical and fiduciary standards, and will always have my clients' best interest at heart. Hattig Financial Company is not a registered broker-dealer nor a registered investment advisor. Hattig Financial Company and Vanderbilt Financial Group are separate and unaffiliated entities. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

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Hattig Financial Company–providing peace of mind through trusted financial planning. Based in Longmont, CO, Hattig Financial Co. has been successfully providing wealth management needs to a family of clients across the country for more than two decades. We believe that clients' financial lives are dramatically more clear and peaceful through proper investment planning prior to and through retirement. Hattig Financial Co. is guided by its founding principles of trust and integrity, and grounded in the highest skill and experience. The personal relationship with clients will always be our priority, along with doing what is right for each client, every time. Serving as President of Hattig Financial Co., I am an Investment Advisor Representative through Vanderbilt Financial Group, and a Certified Financial Planner™. As a CFP® professional, I am held to rigorous ethical and fiduciary standards, and will always have my clients' best interest at heart. Hattig Financial Company is not a registered broker-dealer nor a registered investment advisor. Hattig Financial Company and Vanderbilt Financial Group are separate and unaffiliated entities. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

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Country

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State

Colorado

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City (Headquarters)

Longmont

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Employees

1-10

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Certified Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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