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FREE Whitepaper Reports

Request any of our exclusive Financial Wellnesss Initiative® Whitepapers Below! 

Whitepapers include:

  • 8 Things You Must Know Before Buying an Annuity
  • Alternatives to Certificates of Deposit - Combating Historically Low Interest Rates
  • Diversification - Are Your Assets Diversified with your Taxes in Mind?
  • Are You Taking Unnecessary & Unwanted Market Risks?
  • 401(k): 9 Mistakes you Make when you leave your Employer
  • Common Beneficiary Mistakes

+ More!

Request Any Report FREE Below!

Resources

  • Fascinating Facts
  • Free Whitepapers
  • FREE Retirement Plan
  • FREE Retirement Book
  • Financial Calculators
  • Useful Websites
  • Economic Updates
  • Podcasts (USA Financial Radio)
  • Video Library

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Saint Joseph Office
206 Court St.
St. Joseph, MI 49085
Kalamazoo Office
4341 S. Westnedge Suite 1200
Kalamazoo, MI 49008
  •  Phone: (269) 983-2212
  •  info@hartwellwolf.com
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Rob Wolf and Jim Hartwell are investment advisor representatives of, and Lindsey Neal and Amanda Latting are registered representatives of, and securities and advisory services are offered through, USA Financial Securities Corp.  Adam Wallace and James Koenig are registered non-solicitors of USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Hartwell and Wolf Wealth Management, Hartwell and Wolf Group Benefits, and Hartwell and Wolf Accounting are not affiliated with USA Financial Securities.
 

 

Rob Wolf,  Jim Hartwell, and Lindsey Neal are authorized to transact business  only in states where they are properly registered. For investment products and services these states include: (Rob: AL, AR, AZ, FL, GA, ID, IL, IN, MI, MN, SC, VA) (Jim: AL, FL, IL, IN, MI, SD) (Lindsey: MI) (Amanda: MI). For investment advisory services these states include: (Rob: AL, AZ, FL, IL, IN, MI, SC, VA) (Jim: AL, CO, IN, MI). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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