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Our Team

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Our Team

James V. Hartwell CPA, CFP

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Dawn Hartwell

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Ryan Hartwell

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Mike Rosenbaum CPA

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Deb Richardson

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Dawn Stewart

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Paul Genua

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Jean Ziolkowski CPA

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Ready to get started? Get in Touch Today!

Contact Us 

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St. Joseph Office

800 Port Street, Suite D
St. Joseph, MI 49085

Phone | 269.983.2212
Fax | 269.983.4737

 

Kalamazoo Office

4341 S. Westnedge Ave, Suite 1202
Kalamazoo, MI 49008

Phone | 269.327.5250
Fax | 269.344.9672

 

Jim Hartwell and Ryan Hartwell are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Hartwell and Company is not affiliated with USA Financial Securities.

Jim Hartwell and Ryan Hartwell are authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: AL;FL;IL;IN;MI;PA;SD Ryan: CO, MI. For investment advisory services theses states include:AL;CO;IN;MI;PA Ryan: CO, MI Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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