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 Income Insurance
Group Benefits
- Group Life Insurance
- Short & Long Term Disability
- Long Term Care
- Health Insurance (Some health insurance products offered by unaffiliated insurers.)
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
Hearth Financial Partners is not affiliated with MML Investors Services, LLC, or its affiliated companies.