| Field | Details |
|---|---|
| Company Name | Hartwell Financial Group |
| Website | hartwellfinancialgroup.com |
| Founder(s) | Anna Hartwell |
| Services | Financial Planning, Wealth Management, Life Insurance & Risk Management, Retirement Planning |
| Pricing | Fee‑based: financial planning (flat fee, often waived if AUM > $500K); wealth management (percentage of assets under management) |
| Team Size | Small firm: Anna Hartwell (Founder), Alexa Wise (Financial Services Associate), Glenda Jeffers (Office Manager) |
| Testimonials |
“Hartwell made financial planning easy and personalized…” — Jenny Willingson, Physiotherapist “Their expert retirement planning and tailored advice…” — John Abraham, Retired Journalist |
| Social Links | Not listed on site |
| Internal Links | Home, About Us, Services, FAQ, Testimonials, Contact Us, Client Portal |
