Harold (Buddy) Hartmann

Harold (Buddy) Hartmann Email and Phone Number

CFP“ CDFA“ CPA Private Wealth Manager Professor Fiduciary @ Northstar Wealth Partners
Harold (Buddy) Hartmann's Location
Madison, Connecticut, United States, United States
Harold (Buddy) Hartmann's Contact Details

Harold (Buddy) Hartmann work email

Harold (Buddy) Hartmann personal email

n/a

Harold (Buddy) Hartmann phone numbers

About Harold (Buddy) Hartmann

Harold (Buddy) Hartmann is a Certified Financial Planner ™ (CFP®), Certified Divorce Financial Analyst™ (CDFA®) and a Certified Public Accountant (CPA – NY and CT). Buddy also has a Master's in Taxation (MST) from the University of New Haven and over twenty five years of experience in the Public accounting with a focus on taxation and 16 years in the financial services and insurance industry.Buddy has a demonstrated an educated integration of understanding Tax Beta in his overall financial planning along with a solid commitment to educating his clients, implementing a focused financial plan and monitoring that plan to achieve his client Goals. He joined NorthStar Wealth Partners as the organization now has offices in Madison, CT and West Hartford

Harold (Buddy) Hartmann's Current Company Details
Northstar Wealth Partners

Northstar Wealth Partners

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CFP“ CDFA“ CPA Private Wealth Manager Professor Fiduciary
Harold (Buddy) Hartmann Work Experience Details
  • Northstar Wealth Partners
    Private Wealth Manager
    Northstar Wealth Partners Mar 2024 - Present
    West Hartford, Ct, Us
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  • University Of Bridgeport
    Assistant Professor Accounting
    University Of Bridgeport Sep 2017 - Present
    Bridgeport, Ct, Us
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  • Hartmann & Company Inc. Cpa
    President & Ceo
    Hartmann & Company Inc. Cpa Jan 2003 - Present
  • Elliott Wealth Management
    Investment Advisor Cfp®
    Elliott Wealth Management Jan 2016 - Mar 2024
    Madison, Connecticut, Us
    Securities and advisory services through SagePoint Financial, Inc., member FINRA/SIPC (www.FINRA.org)(www.Sipc.org). Insurance services offered through Elliott Wealth Management, LLC., not affiliated with SagePoint Financial. Third party posts found on this profile do not reflect the views of SagePoint Financial, Inc., and have not been reviewed by SagePoint Financial, Inc. as to accuracy or completeness. Hartmann & Company Inc. CPA's is not affiliated with Elliott Wealth Management, LLC or SagePoint Financial, Inc. Social Media Disclosures - http://www.elliottwealth.com/Social-Media-Disclosures.9.htm
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  • Eastern Connecticut State University
    Assistant Professor
    Eastern Connecticut State University Sep 2015 - Aug 2017
    Willimantic, Ct, Us
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  • Northstar Wealth Partners
    Cfp
    Northstar Wealth Partners Dec 2011 - Dec 2015
    West Hartford, Ct, Us
    Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am are registered to do business, please visit www.northstarwealthpartners.com.Hartmann & Company Inc. CPA's is not affiliated with Northstar Wealth Partners or LPL Financial.
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  • Wells Fargo Advisors
    Cfp
    Wells Fargo Advisors May 2009 - Dec 2011
    St. Louis, Missouri, Us
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Harold (Buddy) Hartmann Skills

Certified Financial Planner Comprehensive Financial Planning Personal Financial Planning Wealth Management Services Life Insurance Business Retirement Planning Retirement Planning Retirement Solutions Estate Planning Tax Planning Disability Insurance Financial Planning

Harold (Buddy) Hartmann Education Details

  • Southern Connecticut State University
    Southern Connecticut State University
    Accounting And Finance
  • University Of New Haven
    University Of New Haven
    Taxation

Frequently Asked Questions about Harold (Buddy) Hartmann

What company does Harold (Buddy) Hartmann work for?

Harold (Buddy) Hartmann works for Northstar Wealth Partners

What is Harold (Buddy) Hartmann's role at the current company?

Harold (Buddy) Hartmann's current role is CFP“ CDFA“ CPA Private Wealth Manager Professor Fiduciary.

What is Harold (Buddy) Hartmann's email address?

Harold (Buddy) Hartmann's email address is hh****@****lth.com

What is Harold (Buddy) Hartmann's direct phone number?

Harold (Buddy) Hartmann's direct phone number is +120331*****

What schools did Harold (Buddy) Hartmann attend?

Harold (Buddy) Hartmann attended Southern Connecticut State University, University Of New Haven.

What skills is Harold (Buddy) Hartmann known for?

Harold (Buddy) Hartmann has skills like Certified Financial Planner, Comprehensive Financial Planning, Personal Financial Planning, Wealth Management Services, Life Insurance, Business Retirement Planning, Retirement Planning, Retirement Solutions, Estate Planning, Tax Planning, Disability Insurance, Financial Planning.

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