• Why Choose Hartfield Financial?
  • About Tom
  • Company Profile

Leaders in financial services & insurance planning

Hartfield Financial & Insurance Services, Inc., (HFIS) has over 15 years of leadership in the financial services industry.

independent investment advice

Our group offers a vast menu of investment and insurance options through GBS Financial Corp. (GBS). GBS is an independent full-service broker/dealer comprised of a team of professionals with extensive knowledge, skills, insight and ingenuity.

Thomas j. hartfield - an experienced, dedicated, financial professional

Thomas J. Hartfield, President of HFIS, is an accomplished veteran in the field and has been recognized as a leading financial professional.

financial planning architects - custom built plans

A specialist in asset allocation and portfolio design, Mr. Hartfield customizes every financial plan, tailoring them to fit each client's specific needs. A well-defined investment plan is critical to help a portfolio realize its full potential.

specialists in retirement planning & corporate benefits

HFIS keeps on top of current retirement planning rules & regulations for both qualified and non-qualified retirement plans, plus works closely with human resources teams to provide the optimum benefit packages for companies and their employees.

tax planning & tax advantaged investments

Providing tax projection models for both the present and future, HFIS can work closely with a client's tax professional to help keep taxes to a minimum.

in-depth reviews and website views

Utilizing leading edge software & technology, HFIS clients receive in-depth financial reports that include a personal financial statement, investment strategy detail, asset/liability analysis, education planning and more. Clients can meet one-on-one with Mr. Hartfield, and through HFIS's web site can also view their brokerage and Investment accounts.

educational seminars for clients & community

HFIS offers frequent programs regarding current economic, investment and tax-issues.

a network of professionals

Hartfield Financial & Insurance Services features an experienced team, plus makes referrals to outside attorneys, CPAs, Investment Bankers, Money Managers, Real Estate Experts and others as needed.

an optimum environment for investors

Utilizing the full resources of GBS, Hartfield Financial & Insurance Services can offer clients the strength and depth of the larger financial institutions, yet provide the personalized service and hands-on support of a smaller more intimate firm.
Get Acquainted with Thomas J. Hartfield and Hartfield Financial and Insurance Services, Inc.

Thomas J. Hartfield is the President and Founder of Hartfield Financial and Insurance Services, Inc (HFIS) and has been successfully helping clients meet their long-term financial goals for nearly 15 years. HFIS has built a name for itself as a trusted leader in Financial Services and Insurance Planning.

Hartfield Financial and Insurance Services prides itself on offering a highly customized approach to investing with comprehensive financial plans, access to thousands of investment products and a network of experienced accomplished professionals. As an independent company, Hartfield Financial and Insurance Services offers a vast menu of financial products & services, unbiased investment advice and has the ability to partner with other accomplished financial service providers.

Providing a complete menu of financial services, over the years clients have put their trust in HFIS to set up Tax Efficient Financial Plans, Qualified & Non-Qualified Retirement Plans, IRAs, 529 Plans, Living Trusts, Estate Plans and much more. Committed to building long-term relationships with clients, Hartfield Financial & Insurance Services offers in-depth frequent reviews, educational workshops, plus service and support that is among the best in the industry! As a result, the HFIS client base has grown to include a great number of highly successful professionals and business leaders. As specialists in retirement planning regulations and employee benefit programs, Hartfield Financial & Insurance Services has also built an impressive list of corporate clients.

Mr. Hartfield upholds a proactive hands-on approach to his practice, staying in-touch and involved with his clients and the communities where they reside. Over the years he has been repeatedly recognized for his accomplishments as a Financial Professional, receiving awards for his leadership, Commitment to Excellence and Outstanding Client Service. He is also a frequently requested speaker by both professional and educated groups.

Over the years Thomas has been actively involved in numerous community groups such as the Simi Valley Chamber of Commerce, Grace Brethren Youth Sports, Boys and Girls Club of Simi Valley and the Independent Citizens Oversight Committee. He has financially supported and been involved in many charities over the years for local schools and educational causes while volunteering for leadership and coaching roles. He has also been a big contributor to the Boys and Girls Club, The American Red Cross and has been actively involved with GBYS for many years as a Director helping young boys and girls develop Christian character around the tri-counties area of Southern California.

Thomas J. Hartfield is a Registered Representative of GBS Financial Corp holding General Securities and State Blue Sky Licenses: 7, 26 & 63. He offers securities through GBS Financial Corp a full service broker/dealer serving independent investment professionals west of the Rockies.

Hartfield Financial & Insurance Services, Inc., offers clients the optimum investment environment; the strength and opportunity provided by the larger financial institutions along with the personalized service and hands-on support of a smaller more intimate firm.

Company Profile & Track Record

  • Over 15 years of Leadership in the Financial Services Industry
  • Independent Investment Guidance
  • Financial Planning Architects offering Custom Built Plans
  • Hands-On Proactive Management by Company Founder, Thomas J. Hartfield, Recognized as a Leading Financial Professional
  • Support Team of Experienced, Licensed, Qualified Professionals
  • Extensive Referral Network Consisting of Top Attorneys, CPA's, Investment Bankers, Money Managers, Real Estate Experts and more
  • Extensive List of Corporate Clients
  • Strong Reputation and Involvement in the Communities Where we Operate

Below are some organizations that Tom Hartfield is involved with.