Fervida Financial Strategies, LLC574-875-5154
OPEN NOW - Closes at 5:00pm
OPEN NOW - Closes at 5:00pm
24005 US Highway 33, Elkhart, IN 46517
24005 US Highway 33, Elkhart, IN 46517
Website
EmailFervida Financial Strategies, LLC was founded by local resident, James L Hartman, CLU, ChFC in 1965. Our firm operates as an independent firm that offers individuals, families and businesses a full range of financial products and services. Our associates believe that tax reduction strategies, insurance planning, retirement plans and estate conservation should be top priorities for securing your financial future.
Many people consider financial planning to be confusing and complex. They often miss out on many potentially rewarding financial opportunities. They may also take unnecessary risks and fail to adequately protect their assets. That is where Fervida Financial Strategies, LLC can help. Our goal is to take the mystery out of investing, insuring, preparing for retirement, and helping preserve your wealth, by helping you acquire the information you need to pursue your financial goals. We hope to establish a long and trusted relationship with our clients.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors,Inc.(TFA), Member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. TFA and Hartman, Fervida Financial Services, LLC are not affiliated.
More Business Info
Planning your tomorrows today.
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- We serve individuals and small business in many areas of financial management, including:-Retirement planning -Tax reduction strategies for your investments -Estate planning -Risk management -Education funding -Investment Planning -Employee and executive benefits
- Location
- On U.S. Highway 33 in Dunlap, IN. Just southeast from the Concord Mall and right across the road from Discount Tire.See you soon!
- Amenities
- Fervida Financial Strategies has grown to over 2000 individual clients and families, each with individual financial planning needs. The agency services over 200 corporations, business executives and agri-businessmen with group insurance, employee pension plans and key man insurance.Our Advisory services might be appropriate for you if you simply want independent, unbiased advice. We look forward to hearing from you soon.
- Associations
- Ken Fervida, CLU ChFC - Investment Advisor RepresentativeTaylor Fervida - Insurance AdvisorCindy Rheinheimer - Client Service DirectorLibby Fervida - Client Relations Director
- Other Link
- Categories
- Financial Planners, Financial Services, Health Insurance, Insurance, Investments