Devotion |
Here to serve you
Our President, Will Wang, explains our commitment to our clients and what it means to be Your Financial Partner for Life.
Your financial partner for life
Build the life you envision
From depositing your first paycheck, to opening a college fund for your children, or planning for retirement, we’re there for our clients as they build the lives they envision. At HFG Trust, our legacy is embodied by the people we serve—the individuals, families, and businesses that make our communities strong. We understand the importance of providing for your family or your business. Security and time are at a premium. We protect your interests with services that are secure and convenient— freeing you to focus on what really counts.
We are here to support you.
In response to the public health directives related to social distancing, our office will not be conducting in-person meetings until further notice. During this time, we are committed to providing uninterrupted access to financial services. Our team will remain available via phone or email.
Please reach out if you need assistance.
Financial Planning for Your Growing Family
As a family, it has been a priority to allow our financial plan to grow as our family grows. To do this, we’ve considered the following topics, and we encourage any individual or family who is currently experiencing (or expects to experience) a major life change to consider them alongside us.
Upcoming events
Connell Meet & Greet
Community First Bank | HFG Trust will be hosting a Meet & Greet event this summer to introduce ourselves to the Connell community. We will be meeting with clients in-person on Tuesday, June 22, 2021, from 10 AM to 1:30 PM to share the services our company provides, as well as be available to…
Sustainable Investing Webinar
Join us for our Sustainable Investing webinar on Thursday, June 24th at 11:00 AM PST for a conversation with Joseph Chi, CFA, Head of Responsible Investment at Dimensional Fund Advisors and Rick Prime, CFP®, founder and financial advisor at Prime Wealth Management | HFG Trust.
Client Appreciation Event 2021
Please join us for a night of food and entertainment as we celebrate 2021. Guest speaker: Aaron Ralston, author of the New York Times Bestseller “Between a Rock and a Hard Place” More information to follow.
