A Few Words
About Us
Exceptional Service
Investors Services of Hartford, Inc.
Focus Your Time and Efforts on Running Your Business and Leave the Accounting to Me
Investors Services of Hartford, was founded in 1975 by K. Albert Baronian, Jim’s father. The firm serves as an investment advisor and portfolio managers to retail clients through its affiliation with Westminster Financial Securities of Dayton Ohio. We help clients to identify opportunities in the marketplace and provide personalized financial advice as well as performing Trust and Estate registration services and advice for individuals planning a Trust or
Planning for their Estates. Accounts range typically from $100,000 to $5,000,000 in value on a fee or commission basis depending on the client and their situation. To learn more about our services, visit our services page
Key areas of focus include
- Retirement account rollovers from former employers
- Individual and small business retirement plans
- Estate and Trust Planning & Tranfers
- Managed Account Design and Management via
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- Mutual funds
- Individual Stocks and Bonds
- Or Exchange Traded Funds
Securities Offered through Westminster Financial Services, Inc. 50 Chestnut Street, Suite A-200 Beavercreek, OH 45440 -
Accounting Services
Accurate Record Keeping Is a Key Component to the Success of Your Business.
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