Our Firm

Hoffman Financial Services is a  financial consulting firm dedicated to helping our clients work towards building  wealth and protecting their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

We offer access to a  wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.  Please call us at 215.679.2393 if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have it, we know someone who does.