Hart and Hart Financial Services

Hart and Hart Financial Services Barry and Jakob Hart are Licensed Agents with New York Life. Hart and Hart Financial Services is a 3rd generation investment and insurance planning firm.

Founded by H. Terrell Hart and Elizabeth Hart, we have been proudly serving clients since 1965! Our practice is currently run by Barry D. Hart, and Jakob Hart. We care about our clients and want to help them achieve their financial goals. To keep pace with our clients' needs, we partnered with New York Life to give us access to new products, advanced planning techniques, quality customer service,

and pioneered new technologies. We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. Jakob Hart is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Barry and Jakob Hart are licensed as Agents with New York Life Insurance Company. Jakob Hart is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2639 Fruitville Rd. Suite 204, Sarasota, FL 34237
941-355-6646

Neither Hart and Hart Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Hart and Hart Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. We are not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
09/01/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/27/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4gEeO3O

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/25/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/20/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
08/18/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/3U5EbUv

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/14/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing ...
08/13/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate pla...
08/11/2026

High-net-worth families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can help turn that around in three steps.

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

Address

2639 Fruitville Road Suite 204
Sarasota, FL
34240

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 4pm
Friday 9am - 4pm

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