Lee Hartman, Financial Advisor located in New Castle, IN

Financial Advisor
Lee Hartman

CEPA®
1960 South Memorial Drive, New Castle, IN 47362opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • New Investors
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • College Savings
  • Wealth Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Outdoor Enthusiast
  • Basketball
  • Farming
  • Technology

Team Members

  • Betsy Robinson
    Sr. Branch Office Administrator
  • Mekayla Todd
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(765) 529-9395

Fax

(888) 223-6675

Office Address

1960 South Memorial Drive
New Castle, IN 47362opens in a new window

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