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Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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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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