Latimer Financial Services team
Hugh E. Latimer
CFP, CLU, CH.F.C. Life member, Million Dollar Round Table
Hugh’s original vision was to build a financial services boutique based on the needs of his clients, rather than the sale of financial products.
Offering solutions only when needed, always with problem solving and adding value in mind, today Latimer Financial serves over 1,000 clients whose combined investments total over $ 70 Million.
W. A. (Bill) Latimer
Bill continues the family tradition of offering a financial planning perspective to problem solving for his clients. Bill believes that if he first seeks to add value, strong relationships will follow.
As Latimer Financial is a family business, Bill understands the importance of the continuity we offer families and the value this provides in planning from one generation to the next.
Our valued staff