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

Hart and Hart Financial Services

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Hart and Hart Financial Services

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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.

10/15/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/13/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

10/08/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

10/06/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/05/2026

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

10/01/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

09/29/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

09/28/2026

We had a great weekend fishing in the 18th Annual Sarasota Redfish Spot Tournament, benefiting Gator Wilderness Camp School!

This was our third year fishing the tournament, but our first year as a sponsor. We were honored to support such a great organization that helps boys facing challenging situations by providing a place centered on faith, personal growth, and the healing power of the outdoors.

I was truly inspired hearing the boys sing and listening to their testimonies. They have a saying, “It’s hard to sing good songs and have a bad attitude,” and I couldn’t agree more.

We placed 5th as a team, and my daughter Piper came in 2nd place in the Junior Division! I’m grateful for these opportunities to share my love of the outdoors with her.

Thanks for joining us, Ryan and Violet!

Already looking forward to next year!

09/24/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

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

Website

http://www.hartandhart.com/

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