A complete list of active advisors currently associated with Haas Financial Services Inc

Warmer can help you find a great advisor at Haas Financial Services Inc or one who fits your needs even better.

Haas Financial Services Inc provides investment advisory and financial planning services to individuals, trusts, estates and small businesses, addressing cash flow, retirement, tax planning, insurance review, education funding and estate issues. The firm manages about $3.78 million for roughly 31 clients, the majority on a discretionary basis. The firm runs a proprietary Haas Financial Money Management Program that uses active, trend- and momentum-based strategies with stop-loss rules and distinct models (capital preservation, growth, growth for small accounts, and alternative strategies); clients sign Investment Policy Statements that document objectives and model selection. In addition to asset-based portfolio management, the firm offers fixed-fee retainer arrangements and hourly planning engagements for limited-scope work. A distinctive feature of the practice is that it operates on both a fee and commission basis: it offers commissionable insurance products (including fixed annuities) under licensing agreements while also delivering discretionary money-management services. The firm is a small, CFP-certified advisory practice that discloses certain non-negotiable fee elements for its money-management program and relies on custodians to deliver client account statements and trade execution.

To learn more about the advisors currently working at Haas Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Fydroski	Commerce Twp, MI	16

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