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    Hfg Trust

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    Description

    • Founded in 1984, HFG Trust is a fee only practice with six Certified Financial Planners, three Associate Advisors, and six support staff members. We manage over $300MM in assets for some of the most selfless hard working people in the community. We provide a holistic planning experience coupled with portfolio management. We manage the accounts on a discretionary basis and provide performance reporting along with pre-determined financial planning services. These services typically include retirement capital assessment, estate and beneficiary planning, income tax planning opportunities and generational wealth education. We often assist clients with insurance planning although we do not sell the coverage. We act as a Fiduciary Advisor with a Family Office service model. In 2015, HFG Trust became a state chartered Trust company with the ability to offer Trustee services and custody powers. This allows us to offer our clients a fuller range of service for all stages of life.
    • location

      Headquarters:1141 N Edison St Ste A , Kennewick, Washington, United States

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    • Hfg Trust phone

      Phone Number: +1 509-735-3492

    • Hfg Trust website

      Website: http://www.hfginvest.com

    • Hfg Trust employees

      Employees:5

    • Hfg Trust revenue

      Revenue:$0 - 1M

    • Hfg Trust legal name

      Legal Name:Hfg Trust

    • Hfg Trust's Social Media

      Hfg Trust linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Hfg Trust

    J Haberling

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Greg Burck

    Chief Financial Officer

    Fpqp Samuel D. Ward

    Client Service And Wealth Planning Manager

    Victoria Robinson

    Marketing Manager

    Frequently Asked Questions regarding Hfg Trust

    • Where are Hfg Trust's Headquarters?

      Hfg Trust's Headquarters are in 1141 N Edison St Ste A ,Kennewick,Washington,United States

    • What is Hfg Trust's phone number?

      Hfg Trust's phone number is +1 509-735-3492

    • What is Hfg Trust's official website?

      Hfg Trust's official website is http://www.hfginvest.com

    • What is Hfg Trust's Revenue?

      Hfg Trust's revenue is $0 - 1M

    • What is Hfg Trust's NAICS code?

      Hfg Trust's NAICS code is 523930

    • How many employees are working in Hfg Trust

      Hfg Trust has 5 employees

    • What is Hfg Trust's Industry?

      Hfg Trust is in the industry of Financial Services

    • Who is Hfg Trust's CEO?

      Hfg Trust's CEO is J Haberling

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