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.

This is the last chance to apply for $1,000 in the New York Life Golden Futures Awards! If your kids have that spark in ...
07/16/2026

This is the last chance to apply for $1,000 in the New York Life Golden Futures Awards! If your kids have that spark in art, science, sports, or anything they love, now's the time to help it grow. To apply, visit https://nyl.co/4vDG2gr

ICYMI: This week's dives into the top questions the Global Market Strategy team at New York Life Investments has recei...
07/13/2026

ICYMI: This week's dives into the top questions the Global Market Strategy team at New York Life Investments has received from investors. Take a look:

AI is still the theme. But markets are now pricing the constraints.

U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflati...
07/09/2026

U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflation, market behavior may look different in the autumn than it did over the summer. This has important implications for asset allocation. For the team’s best ideas, visit: https://bit.ly/4wA49gQ

Social Security benefits are a vital part of your retirement income. Know your options.https://bit.ly/4wuHwdJ
07/07/2026

Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/4wuHwdJ

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/07/2026

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

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Take control of your future by ensuring you're on the right track to achieve your financial goals.https://bit.ly/4vB2KX9
06/30/2026

Take control of your future by ensuring you're on the right track to achieve your financial goals.
https://bit.ly/4vB2KX9

Staying financially fit doesn’t happen by accident. It’s the result of small, consistent actions over time.From reviewin...
06/25/2026

Staying financially fit doesn’t happen by accident. It’s the result of small, consistent actions over time.
From reviewing your investment plans to setting aside savings for future goals, simple check-ins can make a big difference in reaching the life you want.
This infographic, 12 Tips for Financial Fitness, offers practical ideas to help you stay organized, protected, and on track.
https://bit.ly/4oN5gHf

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're lau...
06/23/2026

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're launching your career, building a legacy, or preparing for retirement, each stage of life brings financial risks alongside opportunities A strong financial strategy accounts for both.
• Protect your income early on
• Shield what you’ve built as wealth grows
• Preserve your assets in retirement
Your plan shouldn’t just be built to grow. It should be built to last. Watch our video to see how a protection-first mindset can help you grow with confidence.
https://bcove.video/4l8VewQ

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

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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