Practical Financial Advice You Can Count On
Established in 1975, Investors Services of Hartford, Inc. has been providing comprehensive investment advice and financial solutions for almost 5 decades. Jim Baronian has been a financial professional with the firm since 1989, with just 3 short years hiatus in Atlanta Georgia, where he received an MBA in Finance from Emory University. As an Investment Professional Jim has spent over 30 years assisting individuals and businesses with their financial goals & objectives.
CEO
Services

What I do

01.

Wealth Management

Whether you are seeking to grow your assets, retire, or generate additionalincome, we have a variety of investment solutions that are available to assist you in the day-to-day management of your wealth. Depending on your personal financial objectives, you may choose either a fee-based or commission-based relationship, both providing a range of investment strategies.
02.

Financial Planning is an ongoing process

Our financial planning process has been designed to review all aspects of your financial circumstances. We identify gaps within your investments, insurance, tax, estate, and much more. This thorough review provides you with a road-map for a sound financial future.

Financial Planning
03.

Financial Advisory

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Life Transitions

Assisting individuals with the many challenges encountered when facing a life transition is our specialty.

Retirement

You spend your life working to create a secure financial future, contributing to Social Security, 401(k)s, IRAs & Pensions. We all share the same concerns as we approach retirement: “Do I have enough money to retire?”

Loss of a Loved One

A loss is an a emotionally challenging time. Having the ability to direct where one’s assets reside prior to such an events sound financial planning. A well done estate plan simplifies those decisions.

Divorce

One of the most stressful transitions in life is divorce. Besides the emotional anguish, there is often financial uncertainty as well. Addressing these issues with a financial plan is key to your future success.

Our comprehensive approach to wealth management centers around your financial well-being. This starts with strong financial planning principles.

Testimonials

What My Clients Say?

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Amanda Lee
CEO & Founder Crix
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Adam Cheise
Director at Dynamic
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Catherine Gilbert
Director at Initech
CEO
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