Hazlett, Burt & Watson provides investment management, tax-savvy income generation, and retirement planning services. The company offers financial advisory solutions since 1883.

Hazlett, Burt & Watson

Hazlett, Burt &amp; Watson, Inc. | 206 followers on LinkedIn. Hazlett Burt &amp; Watson was founded in 1883 and has provided quality Investment Services over many generations. As every investor is unique, it is important that you have the right investment professionals in place. 

At Hazlett Burt &amp; Watson, our dedicated Financial Consultants start by listening.

Jim Pastorius

CFP ®/Wealth Management/401K Options/Estate Considerations/Tax Strategies/Retirement Planning/Investments/IRA/Insurance

Melanie Herbst

Executive Vice President/Director at Hazlett, Burt & Watson, Inc.

Michael Barickman

Senior Vice President at Hazlett, Burt & Watson, Inc.

Greg Marquart

Hazlett, Burt & Watson, Inc.

🎉 Exciting news! Hazlett, Burt and Watson has made it to the final round of voting for the 2024 Best of the Ohio Valley Reader's Choice Awards! 🏆 Voting starts today, and your daily support can make a difference for our team. Thank you for allowing us to continue to support your financial goals! Vote here! ➡ https://ow.ly/6tlE50T1Zwt

Happy #LaborDay from Hazlett, Burt & Watson Inc. Our offices will be closed on Monday, September 2nd. Enjoy your long weekend!

Hazlett, Burt & Watson congratulates Greg Marquart on his 20th year service anniversary. Greg is a Senior Vice President, Financial Advisor and Director. Over the past two decades, he has provided exemplary guidance and service for our clients. From our entire team, thank you!

Last Saturday, our Hazlett, Burt & Watson, and Security National Trust Company teams gathered for a team member and family picnic at Oglebay Park. We enjoyed great company, good food catered by Hanover Fuel Stop, and a friendly cornhole tournament. Thank you to our staff for all you do! #EmployeeAppreciation #Gratitude

Wishing all our clients and colleagues a Happy Fourth of July! Our offices will close at 1:00 PM on July 3rd and remain closed for the July 4th holiday. Our offices will reopen on July 5th. #July4th #IndependenceDay

The end of the school year is fast approaching, and graduation season has sprung. Whether your young ones are graduating from pre-K, being promoted to middle school, or transitioning from 8th grade to high school, it is never too early to start thinking about the future. At Hazlet Burt and Watson Inc., we know that childhood flies away too fast. Please don’t hesitate to reach out to our team if you’re interested in discussing college planning. We look forward to connecting, but in the meantime, congratulations to all 2024 graduates! https://lnkd.in/gPVximQp

The team at Hazlett, Burt & Watson, Inc. would like to wish all our clients, team members and friends an enjoyable and meaningful Memorial Day weekend. In honor of Memorial Day, our offices will be closed on Monday, May 27th.

Last week, we rounded out our IRA series which outlined the 6 types of IRAs. If you would like to learn more about the differences or how to set up an IRA, please do not hesitate to reach out to our team. We look forward to an opportunity to connect about your IRA questions. Please reach out here: https://lnkd.in/gPVximQp To recap what we covered in the series:

For the past couple of months, we have covered the 6 types of IRAs. Each type of plan includes its own unique benefits. Rounding out our series, is the SARSEP described below. #IRASeries #Retirement

To learn more about the differences and how to set up each type of IRA, check in with our team: https://lnkd.in/gPVximQp #IRASeries #Retirement

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Hazlett, Burt & Watson

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