Hearthstone Financial - financial planning and full service independent wealth management located in Plano, Texas serving the Dallas Metroplex.

Welcome to Hearthstone Financial

Hearthstone Financial is a full service independent wealth management and advisory company conveniently located in Plano, Texas to serve the Dallas Metroplex. Hearthstone is dedicated to providing clients with comprehensive financial planning and investment services. Services that go far beyond appropriate investment selection.

Services Include:

Financial Planning
Estate Planning
Tax Planning
Retirement Planning
401K Rollover Services
IRAs
SEP-IRA Plans
Defined Benefit Plans
Living Trust Funding Services
Risk Management

Portfolio Managment and Review
Money Management
Investment Banking
Access to Investments
- Mutual Funds
- Annuities
- Life Insurance

Free Monthly Newsletter

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

6105 Windcom Ct, Suite 450; Plano TX 75093

Home Financial Planning Investing Estate Planning News About Free Consultation

David J. Quick, CPA offers Securities through and is a Regsitered Principal and Investment Advisor Representative of Foresters Equity Services, Inc. (FESCO) member FINRA, SIPC and Registered Investment Advisor. Hearthstone Financial, Inc. is independent of FESCO. Hearthstone Financial, Inc. is not a CPA firm.

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. does not provide legal advice. FESCO does 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 emailed 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.