Hartwell & Wolf Group Benefits Employee Directory
Financial ServicesMichigan, United States11-50 Employees
Doug Ellis, Rob Wolf, James Hartwell and Dick Coffinger are investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp. (Member FINRA/SIPC). USA Financial Securities is a registered investment adviser located at 6020 E Fulton St., Ada, MI 49301. Hartwell & Wolf is not affiliated with USA Financial Securities. http://www.shswm.com/home/financial-wellness-resources/commenting-guidelines Your Partners in Business, we take a holistic approach in service by incorporating our 4 firms. Providing knowledgeable and experienced team members in the area's of Employer sponsored benefits, Wealth management, Insurance planning, Accounting and Tax services and payroll services for our clients. Group services include qualified and non qualified retirement plans and reviews, health, long and short term disability, life, dental. We also incorporate key employee retention strategy's and owner benefits including business succession planning buy/sell reviews and planning exit strategy's and much more. our insurance services also include business insurance. Individual services include retirement planning, health, life, disability, dental, tax, and property and casualty insurance.