Image

 

ABOUT US

Our purpose is to help individuals identify and pursue their financial goals. Continual reviews and education allow for peace of mind that is acquired through better comprehension of your financial needs and options.

Service is our number one priority and will always be offered with the highest level of integrity. As independent financial consultants, we have no affiliation with any particular investment company. This allows us to concentrate solely on our client’s best interests.

The Hart Group Team

Disclosures
Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC., Janet G. Hart Representative, CA Insurance License #0B46356, Kelly Soria Representative, CA Insurance License #0H15967 and Jessica Hernandez Representative, CA Insurance License #0L62396 . The Hart Group, Arbor Point Advisors, and the Securities America Companies are not affiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.


OUR TEAM

Janet G. Hart, Registered Principal, CFP®
707.528.3010 or janet.hart@securitiesamerica.com
CLICK FOR BIOGRAPHY

Kelly Soria, Registered Representative, CFP®
707.528.3010 or kelly.soria@securitiesamerica.com
CLICK FOR BIOGRAPHY

Jessica Hernandez, Registered Representative
707.528.3010 or jessica.hernandez@securitiesamerica.com
CLICK FOR BIOGRAPHY

Sarah Gentner, Back Office Administrator
707.528.3010 or sarah.gentner@securitiesamerica.com
CLICK FOR BIOGRAPHY

Janice Gobert, Office Assistance
707.528.3010 or janice.gobert@securitiesamerica.com
CLICK FOR BIOGRAPHY