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Financial Advisors

Financial Advisors

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Financial Advisors


Hazlett, Burt & Watson Inc. was founded in 1883 and has provided quality Investment Services for 130 years.

Whether it is retirement planning advice, saving for college education, portfolio management, wealth management and/or wealth transfer, our financial advisors and certified financial HBW Financial Advisors Ring Bell planners are here to work with you in   evaluating your current circumstances and help you determine which planning approach is right for you.

We believe complex decisions regarding investment opportunities should be based on knowledgeable and experienced advice.  Through  HB&W Financial Services Group and affiliated companies Hazlett, Burt & Watson, Inc., Security Capital Management and Security National Trust Company, we are able to provide a broad array of investment and planning solutions to assist you and your family in achieving and maintaining your goals. 

We provide expertise in the following areas:

Asset Management Investments


  ~ Alternative Investments

  ~ College Endowments

  ~ Stocks and Bonds By Registered Stock Brokers  

Retirement Planning

  ~ Annuities  

  ~ Early Retirement Planning

  ~ Natural Gas and Oil Investments  

  ~ Individual Retirement Accounts

Wealth Management

  ~ Roth IRA Investments

Wealth Transfer Planning

  ~ Pensions

Estate Panning


  ~ Estate Planning Trusts

  ~ 401k Investments

  ~ Inheritance Tax Planning

  ~ 401k estate tax planning

Life Insurance

  ~ 401k retirement planning

  ~ Insurance Retirement Planning

College Education

  ~ Saving college education

We invite you to learn more about our full range of services and how we can help you realize your financial goals. The advisors of our financial services firm look forward to working alongside your attorney(s) and accountant(s) to ensure that no part of your financial situation goes unaddressed and appropriate solutions are put in place.

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