Hearthstone Financial is a full service independent wealth management and advisory company located in 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:
Hearthstone is independent of and securities are offered through WFG Investments, Inc. (WFG) member FINRA, SIPC. David J. Quick, CPA is a registered representative of WFG. Advisory services are offered through WFG Advisors, LP, a Registered Investment Advisor.
WFG clears 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. Because NFS maintains excess SIPC coverage, securities are protected up to the net equity value of the account. SIPC and excess SIPC coverage do not protect against changes in market value of your investments.
| 
Free Monthly Newsletter
Newsletters are published by Forefield, Inc., which is not affiliated with WFG Investments, Inc.
|
|
