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Welcome to Hearthstone Financial


David J. Quick, CPA

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     In This Months Edition:

    • Financial Resolutions For The New Year
    • The Power of Dividends In Your Portfolio
    • Income In Retirement
    • Ask the Experts
    • Click Here to Get Your Copy!

 EDS Employees - Looking for information and discussion regarding the HP Buyout - Visit Hearthstone Financial's EDS401K.com


            

Hearthstone Financial is a full service independent wealth management and advisory firm located in the Dallas Metroplex. We are dedicated to providing clients with  comprehensive financial planning and investment services. Services that go far beyond appropriate investment selection.

 

Our advisors offer securities and investment advisory services through WFG Investments, Inc. member FINRA, SIPC and Registered Investment Advisor. WFG clears our brokerage transactions on a fully disclosed basis through National Financial Services a Fidelity Investments company.  Securities in accounts carried by National Financial Services are protected by the Securities Investor Protection Corporation for up to $500,000 (including cash claims limited to $100,000).  Please see www.SIPC.org for information on SIPC coverage.  NFS Further purchases insurance on your securities account for an unlimited  amount of protection.

Services Our Advisors Provide Include:


 

 




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Professionals of Hearthstone Financial, Inc. offer securities and investment advisory services through, and are Registered Representatives and Invesment Advisor Representatives of,  WFG Investments, Inc.  Member FINRA, SIPC and Registered Investment Advisor.   Hearthstone Financial, Inc. and WFG Investment, Inc.  are separate entities. Hearthstone Financial, Inc. is not a CPA firm.  This information is designed to provide a general overview with regard to the subject matter covered and is not state specific.

 

All information contained on this website is strictly for informational purposes only and should not be construed as investment,  legal or tax advice. Hearthstone Financial, Inc. and WFG Investments, Inc.  do not provide tax or legal advice. Please consult your tax or legal advisor with any legal or tax questions. Do not e-mail orders to buy or sell securities, transfer funds, or send time sensitive instructions. We will not accept such orders or instructions.

 

Summary/Prices/Quotes/Statistics are obtained from sources we believe to be reliable, but cannot guarantee its accuracy or completeness. Past performance is no guarantee of future results. Account information provided to you at your request does not replace or supersede your monthly statements.


Local: (972) 503-4343   Toll Free: (866) 503-4343  Fax: 972.503.8282

6105 Windcom Ct, Suite 450; Plano TX  75093



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