Who We Are
HF Financial has been a Carolina tradition of excellence and industry leadership since 1935. For seven decades we’ve believed in building strong relationships through one-on-one interaction with our clients in order to fully understand, assess and address their needs.
With more than 70 Financial Professionals, including Special Care Planners, who can help you develop a life care plan for a person with a disability or other special needs, we provide customized financial solutions for our more than 33,000 clients1 in the Carolinas.
How We Can Help
We can help you look at your financial future from the broadest possible perspective. We help you connect the dots to understand how your actions are tied to your values. We’ll show you how various financial strategies and products will help you achieve your goals. We create a financial strategy that is appropriate for your personal situation. By working together, we design a customized strategy to help you accomplish your goals and guide you to a secure financial future.
Our relationship with you is based on our foundation of ethics and core principles -- Integrity, Passion, Accountability, Service to Others and Professionalism.
To Our Clients
“Service to Others” is one of our guiding principles and it extends beyond helping our clients secure a financial future. Our Women’s Advisory Board works to assist the firm in meeting the financial needs of women, as well as to guide in recruiting, retaining and promoting more women into the traditionally male-dominated industry.
To the Community
We provide our Financial Professionals with the opportunity to engage with their communities through presentations and volunteerism. Members of our team present financial workshops throughout the community, including churches, health fairs and community service organizations.
We are also very involved in community efforts to improve the lives of others. We have supported Habitat for Humanity for 15 years by building houses in Charlotte, El Salvador and Mexico.
Our firm also supports the disabled community through our annual sponsorship, with Exceptional Parent Magazine, of “Disability Awareness Night” at Knights Stadium. During this event, members of the disabled community gather for an evening of baseball, fun, camaraderie and to honor recipients of the “EP Maxwell J. Schleifer Distinguished Service Award.”
1 An insured, owner, or payer of a MassMutual policy or contract (as of 12/31/13).