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Steve Hartel
Wealth Advisor and Accredited Investment Fiduciary at Trilogy Financial
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Steve Hartel
Wealth Advisor and Accredited Investment Fiduciary at Trilogy Financial
Joined 04/27/2017
Level: LEVEL 01 (12 mo pts: 0 pts)
Rating: 4.6364/5 stars (11 ratings)
Lifetime points: 144 pts
Everyone’s needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Steve, financial independence means reaching the point where work becomes optional and retirement becomes affordable—but each person might define that differently.
This is one of the things that sets Steve apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals. He is attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. Steve is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.
Steve is a Wealth Advisor in Trilogy’s Denver office. He believes in treating his clients with respect, honesty, integrity, and service excellence. Steve is committed to thinking holistically and creatively so that he can help his clients work towards their unique financial goals. He is attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. Steve is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.
Specialties: Steve specializes in advising clients how to work towards their financial goals, potentially pay less in taxes, affordably pay for college, invest smarter, and properly preserve their hard-earned assets. He thrives in his role as a financial mentor. He enjoys educating small business owners and guiding individuals and families through all stages of their financial lives.
Steve Hartel is a registered representative for LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Trilogy Capital, Inc., a registered investment advisor. Trilogy Financial and Trilogy Capital, Inc. are not affiliated with LPL Financial.
This is one of the things that sets Steve apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals. He is attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. Steve is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.
Steve is a Wealth Advisor in Trilogy’s Denver office. He believes in treating his clients with respect, honesty, integrity, and service excellence. Steve is committed to thinking holistically and creatively so that he can help his clients work towards their unique financial goals. He is attracted to the energy of those who shape our world and future such as business owners, educators, and entrepreneurs. Steve is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.
Specialties: Steve specializes in advising clients how to work towards their financial goals, potentially pay less in taxes, affordably pay for college, invest smarter, and properly preserve their hard-earned assets. He thrives in his role as a financial mentor. He enjoys educating small business owners and guiding individuals and families through all stages of their financial lives.
Steve Hartel is a registered representative for LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Trilogy Capital, Inc., a registered investment advisor. Trilogy Financial and Trilogy Capital, Inc. are not affiliated with LPL Financial.
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