Hart Financial Strategies

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Introduction: One size does not fit all. Each financial plan I create is based on a customer's needs, requirements, and available monies. Safety is of the utmost importance. I provide products that are safe, guaranteed, logical, and adaptable for future needs. A financial plan that addresses future issues is important for everyone.

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What education and/or training do you have that relates to your work?
Continuing education is a requirement for all tax professional and other financial professionals in Pennsylvania and most states in the U.S.
What types of customers have you worked with?
Tax preparation, protection of savings and retirement plans from market losses, IRA and 401K rollovers, life and health insurance. Analysis of budget and financial concerns to provide efficient allocation of available funds.
What advice would you give a customer looking to hire a provider in your area of work?
Ask all the questions that you want. If you ask me a question I can't answer, I can find someone who can help you or suggest someone to help you.