Hastie Financial Group Joins Commonwealth Financial Network®
Waltham, MA (November 5, 2018)–Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Hastie Financial Group of Salinas, California, to its network of independent financial advisors. Formerly affiliated with LPL Financial, managing partner Bill Hastie, MBA, AIFA®, C(k)P®, CPFA; partner Haley Hitchman, AIF®, CPFA; and their team bring with them more than $228 million in assets under management.
Hastie Financial Group prides itself on being a client-centric, independent investment management and financial planning firm for individuals, families, and small business owners. With more than 43 years of combined industry experience, the team works closely with clients to understand their unique long-term goals and commits itself to building and actively managing plans that work toward their desired outcomes. For more information about the firm, visit http://www.hastiefinancialgroup.com/.
"We are proud to affiliate with an RIA–B/D that values quality and community and is committed to putting advisors' needs at the helm and maintaining a network of like-minded business owners," said Bill Hastie. "Our team is continually impressed with each interaction with Commonwealth’s home office. Industry expertise aside, each individual maintains a fundamental respect for me and my staff—taking a stake in helping us exceed our clients' expectations—while being infectiously personable. Infusing our practice with industry-leading support, service, and completely integrated technology will increase our efficiency, allowing us to spend more time with our clients."
"On behalf of Commonwealth, I am pleased to welcome Hastie Financial Group to our community of independent advisors," said Andrew Daniels, managing principal, business development. "They hold themselves to the highest of service standards—a core value of Commonwealth and paramount to our success and the success of our advisors. We look forward to providing the resources, infrastructure, and technology solutions that will drive productivity and enhance their clients' experience."
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth "Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row." The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.
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