Mr. Hartley will prepare financial plans and recommendations for client’s investments. He will manage client’s money if requested in order to assist them in reaching their financial goals and preserving their capital. He is a Certified Financial Planner and a Registered Investment Advisor. He worked for many years as a Certified Public Accountant and has a Master’s degree in Taxation. These qualifications can result in “one stop” services for many clients if they desire.
The combination of legal, tax, accounting and financial abilities makes Mr. Hartley unique in the area of advice to New Hampshire families.