Broker Check
Adam Hartzell

Adam Hartzell

LPL Financial Advisor

Adam has been a valued teammate of Diamond Credit Union since 2010.  He works closely with many members of the credit union and is passionate about getting to truly know each one of his clients. He believes this is the foundation of providing a personalized goal-based strategy to pursue one’s life goals.  Adam provides each of his clients sound and timely financial guidance for a wide variety of life goals, mainly financial and retirement planning, ex­tended care planning and wealth transfer.

Adam is securities licensed in Pennsylvania, Arizona, California, Delaware, Florida, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and Washington. Insurance licensed in Pennsylvania and Virginia.  Securities licenses/registrations are held with LPL Financial.

CONTACT ADAM

Adam Hartzell
LPL Financial Advisor
Diamond Financial Planning
A Division of Diamond Credit Union
Phone: 610-326-5490, ext. 5100

POTTSTOWN: 1600 Medical Drive, Pottstown, PA 19464
WYOMISSING: 1500 Ethan Drive, Wyomissing, PA 19610
TOWER HEALTH READING HOSPITAL: 6th Ave & Spruce St,, West Reading, PA 19611

hartzela@diamondcu.com