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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Firm

Hart Financial Sevices is a full service independent investment office offering financial planning and investment consulting services. We also have a full range of non-proprietary financial products. As independents, we have no sales quotas for any proprietary investment. As wealth manangement consultants we specialize in researching and presenting the investments most suitable for meeting your unique goals. Securities and investment advice are offered through USA Financial Securities Corporation. Member FINRA/SIPC.


Hart Financial Services' has been in business since 1993. We recently moved our office to St Petersburg, Florida but contiue to service and see clients in Jacksonville and the approved states.  


Hart Financial Services is licensed to sell securities in the following states:

  • Florida
  • Georgia
  • Louisiana
  • California
  • Virginia
  • Pennsylvania
  • Nevada
  • New York


Types of wealth management recommendations and strategies developed as a result of portfolio and situation analysis may include:

  • Individual Retirement Plans(IRAs) 
  • Personal and family financial plans 
  • Professional money managment and asset managment 
  • Life, disabilty and long term care insurance 
  • Annuities 
  • Estate planning 
  • Qualified retirement plans and 401k's for your business 
  • 529* and education planning. 
  • Tax planning strategies
  • Debt reduction or consolidation 
  • Trust services and charitible giving   

 Come in and speak to one of our advisors. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck