What departments does Haas Financial Group have?

Haas Financial Group has employees across 1 departments including Operations.

What is the largest department at Haas Financial Group?

The largest department at Haas Financial Group is Operations with 2 employees.

Where are Haas Financial Group employees located globally?

Haas Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Haas Financial Group's team size changed over time?

Haas Financial Group's team has remained stable from approximately 6 to 6 employees based on available data.

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Haas Financial Group Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Haas Financial Group is a financial services practice based in Kutztown, Pennsylvania. The firm describes itself as small and intimate, prioritizing personalized financial planning over generic advice. Its approach centers on understanding each client's goals and concerns, with accountability, ongoing education, and simplicity guiding its process.

The firm emphasizes teamwork to help clients navigate stressful financial moments and celebrate milestones, acknowledging that plans may need to adapt when life changes. Its guiding values are Faith, Family, and Finances, which anchor its professional decisions. Investment guidance is offered through Great Valley Advisor Group, a separate registered investment adviser, with Haas Financial Group and Great Valley operating as distinct entities.

Haas Financial Group Global Highlights

North America
5

United States Of America
5

Haas Financial Group's Leadership

B. H.
Wealth Manager
Mobile Phone
Email
A. W.
Wealth Manager
Mobile Phone
Email
T. S. G.
Client Relations And Operations Associate
Mobile Phone
Email
R. M.
Operations Associate
Mobile Phone
Email

Haas Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Haas Financial Group

Name

Title

Contact Info

Location

Last Update

B. H.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Mar 24, 2026
A. W.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Jan 28, 2025
T. S. G.
Client Relations And Operations Associate
Mobile Phone
Email
United StatesPennsylvania
Feb 27, 2026
R. M.
Operations Associate
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2024

Frequently Asked Questions

What is Haas Financial Group known for?

Haas Financial Group was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 172 West Main Street Kutztown, Pennsylvania 19530 United States. Explore Haas Financial Group's company overview page for more information.

What is Haas Financial Group's most common email format?

Haas Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Haas Financial Group email formats with LeadIQ.

How many employees does Haas Financial Group have currently?

Haas Financial Group has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Haas Financial Group's key employees and leadership?

As of June 2026, Haas Financial Group's key employees include:

Wealth Manager: B. H.
Wealth Manager: A. W.
Client Relations And Operations Associate: T. S. G.
Operations Associate: R. M.

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Haas Financial Group Employee Directory

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