CONNECT

Address:

38 Broad Street
Hamilton, NY 13346

Phone:

315.825.9307

Hearth Financial Partners is a partnership between father-daughter team Bruce & Alexandra Erath. Their business relationship began in 2012 when Alex returned home to Central New York to join her father in the financial services industry. Hearth Financial Partners strives to help clients realize their goals through financial stability. Bruce and Alex use a planning approach that is down to earth, with investment and protection solutions that are easy to understand and tailored to each client's individual needs. 

Our Services

Investments

  • Managed Accounts
  • Index & Mutual Funds
  • Annuities (Fixed or Variable)
  • Brokerage Accounts
  • Individual Retirement Accounts & Roth Individual Retirement Accounts
  • 529 Plans

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

Group Benefits

  • Group Life Insurance
  • Short & Long Term Disability
  • Long Term Care
  • Health Insurance

Qualified Retirement Plans

  • Pension
  • Profit Sharing Plans
  • 401(k)
  • SIMPLE IRA Plans

Executive / Key Person

  • Supplemental Executive Benefit Plans
  • Deferred Compensation Plans (Split Dollar Insurance, Bonus 162 Plans)
  • Key-Person Coverage

Estate Analysis

 

We are proud to work closely with The Voss Group (located in Norwich, NY) which focuses on providing business, estate and financial services to clients in the agriculture industry. Learn more about The Voss Group by visiting their website: www.thevossgroup.net. 

Neither Hearth Financial Partners nor The Voss Group are affiliated with MML Investors Services, LLC, or its affiliated companies.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck