Caleb Harty, Financial Advisor - Harty Financial

Working with Caleb Harty at Harty Financial has given me a true sense of confidence and peace of mind when it comes to my financial future. From setting up a brokerage account to securing life insurance coverage and creating a long-term financial plan for my heirs, Caleb has guided me through every step with expertise and care. What stands out most is Caleb?s deep knowledge and specialization in Special Needs planning. His thoughtful approach and attention to detail made me feel not only supported but trul

We have been working with Caleb Harty for over a year and we are very happy with him. He is professional, knowledgeable, available, and honest. Caleb is a nice guy and a strong family man. We feel much better about our financial future since we made changes to our portfolios using some of his information. We highly recommend Caleb Harty and Harty Financial Services.

I've been working with Caleb Harty since 2020 and have always appreciated his professionalism, transparency, and sound financial advice. He takes the time to understand your goals and offers thoughtful, personalized guidance. Highly recommend Caleb to anyone looking for a trustworthy financial advisor.

Brendan and Caleb are exceptional. We have been with them for 20 years. Retirement, life insurance, Special-Needs trusts, other financial products. They are great!

Caleb has been our financial advisor since 2020 when we were seeking advice for a special-needs trust for our son and for our retirement investment options. Caleb has continued to guide us so that we feel confident in the decisions we have made for our future. The other A+ about Caleb is that he responds. to emails and calls expeditiously! We don't have any hesitation in recommending Caleb and Harty Financial and we look forward to a continued relationship with him.

Caleb and Brendan reached out to me over 12 years ago when I had recently divorced and was in need of financial advice. Needless to say, their friendliness and expertise convinced me that I needed their guidance and support. To present date, they have been accessable, given me timely advice, and have explained offerings to suit my needs. Always respectful and kind, and with admirable knowledge made understandable to a non-financially oriented person, these men have my ultimate trust.

I have known Caleb and Brendan personally and professionally and they stands out for their integrity, professionalism, and deep financial expertise. They explain complex financial concepts clearly and provides thoughtful, personalized advice tailored to each client's unique needs and long-term goals. I highly recommend them to anyone looking for knowledgeable and compassionate financial guidance.

I was grappling for a better understanding regarding a life insurance policy situation. Not even being a client of Harty Financial, Brendan and Caleb were most gracious with their time to help me in deciphering. Responsiveness was always immediate (phone call, email, text, etc.) with the added bonus of meeting a pair of such lovely and personable brothers.

Caleb and Brendan are the best! Start with absolute integrity that you can bank on. Layer on true expertise in all aspects of financial planning, especially where special need children are involved. Another plus is their amazing "bedside manner." Caleb and Brendan know how to listen, and they spent the time to fully understand my family's needs, goals and preferences. They are kind, thorough/ detail-oriented, and endlessly patient. Harty Financial is an excellent partner when you need to start or revi

I have been working with Caleb at Harty Financial for a couple years now. He has helped me set up multiple policies that would help my 3 daughters get established as they get older. Caleb has gone out of his way to answer all questions and even lets me know of new services that will better my families future. I'm beyond impressed with his ethics and integrity. Caleb definitely made me feel like he cares about my family goals and treats me as such. He's even responded to my inquiries at 6am! That's dedic

Trish Ryan and I wanted to give a shout out to Caleb Harty of Harty Financial Services. He's right in Elm Square in Andover and can help you in so many ways - diversifying assets, estate planning, retirement planning, etc. He can give you a real financial roadmap for now and the future......based on your goals and values. We had so many questions and concerns, but he did such a nice job of giving us options that fit our needs. You can reach him at info@hartyfinancial.com. He has helped us so much. Fore

Caleb Harty was so knowledgeable and helpful as we considered our?financial?planning options. He is a true professional! On time - courteous - organized. It's obvious he cares about his clients, too. He truly wants the best for everyone he works with. Finding someone like Caleb in today?s cutthroat environment is a breath of fresh air!! If you want someone who you can trust to care for you and your family?s needs, look no further than Caleb!!

Caleb and Brendan assisted us with our financial planning and establishing our life insurance. For a fairly overwhelming process, they made everything simple and seamless. They are both efficient, professional, knowledgeable, personable, kind and trustworthy. On a side note, we really enjoyed spending time with and getting to know them because they're both great people. I would highly recommend their services and have already referred them to friends and family. If you're looking to begin any financial plan

Happy to recommend Brendan Harty! Our portfolio has flourished these 12 years under his guidance. It reflects the time and interest he's taken to understand our family, and involve us in the financial instruments in line with our family's goals. Look no further!

I am very appreciative for Brendan Harty who spoke to me in detail about my complex family situation. I learned of this group from a webinar that his group gave about (children) special needs and trusts. Brendan was extremely well-informed and experienced in his field, plus a kind and compassionate listener. I will consult him again in the future if the need arises. Definitely recommend.

Caleb is a sincere and driven guy, obviously hard working and talented at what he does. He shows genuine interest in his clients and a strong belief in the value of the services he provides. Very easy to talk to. I would recommend him to anyone wanting to get their money's worth.

Caleb and his team are top notch! Caleb took the time to understand my family?s needs and unique goals. He was able to help me understand all of my options and helped to lead me to setting up a great financial roadmap. Thanks so much Caleb!

We worked with Caleb and Brendan Harty for financial planning. They have been incredibly patient and clear, and have helped us get our family financial and life insurance situation sorted out. We have a good starting plan and a set of goals to work towards.

Caleb has been great helping get my financial needs met. He is knowledgeable, attentive and very responsive. I am very pleased with all the services at Harty Financial!

I have been a client since 2019 and the Harty's have served me well - they work to find the best investment fit for your needs and risk tolerance and never push or use sales tactics. They communicate regarding market trends adeptly, keeping level heads and make several recommendations for clients, again based on needs and risk tolerance, and never on panic or fear.

Caleb is a thoughtful and practical financial advisor. He has excellent communication and provides helpful guidance on financial decisions. I highly recommend working with him and his firm!

After 15 years of going with the "big guys" for financial solutions and investing, I decided to go with Caleb and Harty Financial for all of my life insurance and long-term investing needs. He analyzed my income, assets, and business, in order to assess what I actually needed versus what he could simply sell me. Once I trusted him with the small stuff, I transferred my investment portfolio to his team which resulted in better investments across individual equities and funds, rather than lumping everything

Caleb is very personable. He takes the time to get to know you and your unique needs. Caleb has followed up/checked in at appropriate intervals to ensure our plan is right for us. Thanks for helping us with our future!

Not only is Caleb Harty a great guy, but he is also great at what he does. He is very smart and easy to talk to. He is knows alot about the financial world and helps you make money! I highly recommend him.

After recently getting married, Caleb really helped us navigate the changes to come up with the best financial strategy for our future. We were glad to work with someone so knowledgeable and personable without any of the pressure to pick any specific products or services.

Caleb is very responsive and timely in staying on top of the latest trends and keeping clients informed. He displays good ethics and morals in all of his transactions. Highly recommended.

Working with Caleb is a pleasure! He is not only knowledgeable and professional, but he has great wit and an ability to make you feel comfortable and not overwhelmed when seeking advice and planning.

I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.

Great service. Brendan and Caleb are highly knowledgeable, and trustworthy. they are a text, email or phone call away to answer any questions or issues you may have regarding your finances.

I work with Brendan Harty and he is amazing! Truly knowledgable in this specialty. Completely answering all questions with a clear understanding. I appreciate Harty Financial in securing me and my children in our future financial plan.

Caleb is extremely knowledgeable with special needs financial planning; is an asset particularly for those families with special needs children.

Caleb is the utmost professional and so helpful with financial planning and advice. I highly recommend him!

Fantastic agent. We feel secure putting our finances in Caleb's hands.

Highly recommend. Caleb knows his stuff and is willing to go the extra mile for his clients.