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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/01/2026

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

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
05/27/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/21/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and t...
05/19/2026

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and the economy, and what we may see in the near future.

The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/14/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

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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