Growing our Business with your Help

We build enduring client relationships based upon integrity, experience and trust, by providing advice and superior service that lead our clients to the achievement of their financial goals.

Many of our new clients come to us through referrals from satisfied clients and other professionals with whom we interact (such as attorneys, accountants, etc.)

Here is an idea of who we can help.

1. Do you know someone who owns a family business and need help to transfer the business to the next generation?

2. Do you know anyone looking for a more holistic approach to their investments – investment advice is no longer enough. The need to know how to accumulate, grow and preserve their wealth, and they want to know that they are on the right track to meet all of their financial goals?

3. Do you know anyone who having a "Investment Advisor" just isn't enough, they want someone to assist them with "Financial Planning"?

4. Do you have children who have questions about financial planning and who are interested in laying the groundwork for their future?

If there is someone that you think might benefit from speaking with us about their financial affairs, we would appreciate your help in passing along our contact information. We value our relationship with you, and appreciate the confidence that your referral reflects.

"Good advisors know their clients. Great advisors have strong relationships and trust with clients."

The Hurd Financial Team