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Thomas Hartfield

Thomas J. Hartfield is the President and Founder of Hartfield Financial and Insurance Services, Inc (HFIS) and has been successfully helping clients meet their long-term financial goals for nearly 20 years. HFIS has built a name for itself as a trusted leader in Financial Services and Insurance Planning.

Profile Summary:
President, Financial Advisor Simi Valley, CA
More About Me
Over the years Thomas has been actively involved in numerous community groups such as the Simi Valley Chamber of Commerce, Grace Brethren Youth Sports, Boys and Girls Club of Simi Valley and the Independent Citizens Oversight Committee. He has financially supported and been involved in many charities over the years for local schools and educational causes while volunteering for leadership and coaching roles. He has also been a big contributor to the Boys and Girls Club, The American Red Cross and has been actively involved with GBYS for many years as a Director helping young boys and girls develop Christian character around the tri-counties area of Southern California.
Work Experience:
Providing a complete menu of financial services, over the years clients have put their trust in HFIS to set up Tax Efficient Financial Plans, Qualified & Non-Qualified Retirement Plans, IRAs, 529 Plans, Living Trusts, Estate Plans and much more. Committed to building long-term relationships with clients, Hartfield Financial & Insurance Services offers in-depth frequent reviews, educational workshops, plus service and support that is among the best in the industry! As a result, the HFIS client base has grown to include a great number of highly successful professionals and business leaders. As specialists in retirement planning regulations and employee benefit programs, Hartfield Financial & Insurance Services has also built an impressive list of corporate clients.
Moorpark College, California State University Northridge
Organizations / Affilations:
Thomas J. Hartfield is a Registered Representative of GBS Financial Corp holding General Securities and State Blue Sky Licenses: 7, 26 & 63. He offers securities through GBS Financial Corp a full service broker/dealer serving independent investment professionals west of the Rockies. Member FINRA/SIPC.
Thomas Hartfield is located in Simi Valley, CA and has the following skills: President, Financial Advisor
Finance / Money
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My Skills

President, Financial Advisor

Category: Finance / Money
Hartfield Financial & Insurance Services, Inc., (HFIS), a Leader in Financial Services and Insurance Planning, is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. We specialize in asset allocation and custom portfolio design while offering unparalleled service and support.
Relevant Education / Credentials
Thomas J. Hartfield is a registered representative with and securities offered through GBS Financial Corp. 558 B Street, Santa Rosa, CA 95401. Member FINRA/SIPC.
Years Experience: 18