Services
At Hartwell Financial, our team works with you to understand what drives your family or business. Not only do we provide tax and accounting services, but we go beyond that to offer business advice, tax planning, and consultations that adjust to your vision and needs through changes and growth.
Accounting Services
Tax Planning & Preparation
Business Consulting
Our Story
For over 35 years, clients have known us as Hartwell & Company, a comprehensive tax and financial planning firm.
We recently rebranded to Hartwell Financial LLC, in order to distinguish the tax and accounting work we do from that of our Financial Planning services, which now solely rests under the Hartwell & Company name.
Meet Our Team
We are a small, tight-knit group, that enjoys the relationships we get to build with our clients.
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Jim Hartwell
Founder & President
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Dawn Hartwell
Administrative Assistant
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Deb Richardson
Director of Accounting Services
Dawn Stewart
Executive Assistant
Ryan Hartwell
Financial Advisor
Lauryn Hartwell
Planning Assistant
Paul Genua
Executive Assistant
Michael DeRosa
Planning Assistant