Hastie Financial Group

Hastie Financial Group

Financial-Services

Salinas, California
United States
Industry Category
Financial-Services
Company Description

Hastie Financial Group has been dedicated to assisting individuals and business owners in achieving their financial objectives since 1985. Specializing in fee-based financial services, including comprehensive investment management as well as financial, retirement, and estate planning, Hastie Financial Group is committed to delivering objective and tailored solutions. The firm's dedication to providing thoughtful financial guidance and honest personal service has established a strong reputation in the financial community.

Located at 307 Main St, Suite 300, Salinas, California 93901, US, Hastie Financial Group offers a broad spectrum of services designed to meet the diverse needs of its clientele. These services encompass corporate retirement plan consulting, meticulous investment management, and strategic wealth management, all underpinned by robust financial planning strategies. Hastie Financial Group prides itself on providing insightful and tailored financial solutions.

Hastie Financial Group is poised to continue its trajectory of growth and success in the financial services sector. We invite the manager of Hastie Financial Group to create a customized and exclusive company showcase and product listing on our platform, further enhancing their market presence and attracting new opportunities.

Hastie Financial Group se dedica a ayudar a individuos y dueños de negocios a alcanzar sus objetivos financieros desde 1985. Especializado en servicios financieros basados en honorarios, incluida la gestión integral de inversiones, así como la planificación financiera, de jubilación y patrimonial, Hastie Financial Group se compromete a ofrecer soluciones objetivas y personalizadas. La dedicación de la firma a brindar una orientación financiera reflexiva y un servicio personal honesto ha establecido una sólida reputación en la comunidad financiera.

Ubicado en 307 Main St, Suite 300, Salinas, California 93901, EE. UU., Hastie Financial Group ofrece una amplia gama de servicios diseñados para satisfacer las diversas necesidades de su clientela. Estos servicios abarcan la consultoría de planes de jubilación corporativos, la gestión meticulosa de inversiones y la gestión estratégica de patrimonio, todo ello respaldado por sólidas estrategias de planificación financiera. Hastie Financial Group se enorgullece de brindar soluciones financieras perspicaces y personalizadas.

Hastie Financial Group está preparado para continuar su trayectoria de crecimiento y éxito en el sector de los servicios financieros. Invitamos al gerente de Hastie Financial Group a crear una presentación de empresa y un listado de productos personalizados y exclusivos en nuestra plataforma, mejorando aún más su presencia en el mercado y atrayendo nuevas oportunidades.

Key Personnel / Employees
Bill Hastie MBA CFP® CIMA® RMA® AIFA® C(k)P® CPFA

Compare Companies Side by Side

Compare Hastie Financial Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Hastie Financial Group
Hastie Financial Group
Main Company
Evelyn Partners
Evelyn Partners
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Stockman of Montana
Stockman of Montana
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Forbes Wealth Management Ltd.
Forbes Wealth Manage...
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Founded Year
1953 1987
Company Size
1,001-5,000 501-1,000 2-10
City
Salinas, California Miles City, MT Carberry, Manitoba
Country
United States
Skills & Keywords Comparing with main company
8 Total Skills
Financial Services Investment Management Retirement Planning Wealth Management Financial Planning Estate Planning Corporate Retirement Plans Corporate Retirement Plan Consulting
13 Total 1 Common 12 Unique
Match 13%
Common Skills:
Retirement Planning
Unique Skills:
Accountancy Charity Investment Management Corporate Finance Employee Benefits Family Office Services Forensic Services +6
13 Total 2 Common 11 Unique
Match 25%
Common Skills:
Financial Services Retirement Planning
Unique Skills:
Banking Commercial Banking Commercial Insurance Commercial Lending Insurance Mortgage Lending +5
7 Total 2 Common 5 Unique
Match 25%
Common Skills:
Estate Planning Retirement Planning
Unique Skills:
Business Structuring Corporate Structuring Farm Succession Financial Advising Insurance Planning
4
Total Companies
1953
Oldest Founded
1
Countries
36
Unique Skills

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Alternative Company Names

This company is also known as

Hastie Financial Group 黑斯蒂金融集团 हेस्टी वित्तीय समूह مجموعة هاستي المالية Groupe financier Hastie Grupo Financeiro Hastie