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It’s our privilege to get to know our clients as much as possible. We like to stay connected, recognize the big moments in your life, and show our appreciation for your partnership. 

 

Please take a moment to answer these questions about your interests, hobbies and preferences. Sometimes, we just like to send fun things your way!

hello

Select all that apply. If you don't see an answer that works for you, tell us more in the space provided at the bottom of the page.

Tell us about your home and lifestyle:
Your best weekend is:
Everyone has to eat. What’s a great meal for you?
…and what do you like to drink?
We love sweet treats. Don’t you?
In your spare time, where is your happy place?

Thanks for playing! We appreciate you.

Hattig Financial Company is not a registered broker-dealer nor a registered investment advisor. Hattig Financial Company and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Custodians: Fidelity Clearing & Custody Solutions, Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. 

Neither Vanderbilt Financial Group, nor any of its associates provide tax or legal advice. Please consult with your tax and/or legal advisors regarding your personal circumstances.

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interests, please visit www.vanderbiltfg.com/disclosures

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