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William H
ChFC®, Series 65
Stuart, FL
W.H. Financial Services, Inc.
William Hazlett is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of W.H. Financial Services, Inc., an independent registered investment advisory firm, and previously worked at Tounjian Advisory Group, LLC for seven years. Hazlett is also a licensed insurance agent and occasionally offers insurance products to clients. W.H. Financial Services, Inc. provides financial planning, one-time portfolio analyses, and referrals to third-party investment managers for individuals and business entities. The firm operates on a non-discretionary, referral-based model, requiring clients to use the Matson Money advisory platform and generally recommends mutual funds based on modern portfolio theory, quantitative analysis, and periodic rebalancing.
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