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.
"Adam Hartzell has been our financial advisor for the last ten years at Diamond Financial Planning In that span we have developed both a financial and personal relationship based on trust by virtue of his personality and financial expertise. Adam is well versed in all aspects of money management, from short and long term planning, navigating bull and bear markets, to achieving personal financial independence. In these past ten years I have valued Adam Hartzell as one of my closest personal friends and I have benefited greatly from his steady and astute financial advise. It is my sincere wish that this relationship continue for many years to come and that the family values that we share grow stronger with each passing year.”
-David and Rita A.
This statement is a testimonial by a client of the financial professional as of 06/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“Adam Hartzell has been my financial advisor for about a decade or so, and I could not be happier with the service and advice that he has given to me over the years. Honestly, when I first met Adam, I was a little nervous about his youthfulness. But once I began conversing with him about my investments and retirement plans, it became clear to me that this young man was a font of financial investment information. As they say, he knows his stuff! His advice has always been sound and honest. He doesn’t sugarcoat anything, and is always straightforward. I’ve admitted to Adam on several occasions that I don’t know much about financial investments, and he has always explained things to me in a very simple, understandable manner, without being the least bit condescending. Perhaps just as important as Adam’s knowledge, has been his ability to connect with me on a personal level. He has always taken the time to listen to me and to understand my priorities and goals. I’ve had some major life changes over the past 10 years - retiring, going back to work, retiring again, the loss of my mother, the sale of my house locally, the purchase of a new home in Florida, campaigning for political office at the state level, the care of my elderly 91-year old father and other personal and/or family issues. Adam has patiently worked with me through these many trials and tribulations with a calming sense of care and empathy. During our many financial conversations we discovered that we both graduated from the same college, which helped to fortify an already strong friendship. I’ve recommended my father to Adam to help him with his financial investments. Adam has helped my father tremendously over the years and he, too, respects him as a knowledgeable and caring financial advisor. Adam is very responsive and always a phone call away. If he is unable to take my call right away, I know that he will call me back the very same day as soon as he can. Adam has been a source of strength for me throughout these past few turbulent years. When the markets are as volatile as they have been, and your personal life is not all that stable, it’s reassuring to have someone like Adam in your corner, someone who knows you personally, someone you can trust will always be looking out for your best interest. I consider myself fortunate to have a financial advisor and friend like Adam. I look forward to working with him for years to come.”
This statement is a testimonial by a client of the financial professional as of 06/06/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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