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portrait of Perry D Hart
FINANCIAL ADVISOR

Perry D Hart

DFSA™
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Focus Areas

  • Wealth Protection Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Business Owner Considerations
  • Charitable Giving

Personal Interests

  • Personal Fitness
  • Home Improvement
  • Art & Theater
  • Movies & Entertainment
  • Technology

Team Members

  • team member image
    Jason Kennedy
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:30PM
Tue 09:30AM - 04:30PM
Wed 09:30AM - 04:30PM
Thu 09:30AM - 04:30PM
Fri 09:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More