History of HR&S Financial Services, LLC
In the year 2000, the Philadelphia-based accounting firm Heffler Radetich & Saitta LLP, and the Huntingdon Valley-based financial services firm Mazza Siegel Associates, Inc., forged a new business relationship based on their many years of association through mutual tax and insurance/investment client referrals. As a result of this decision, HR&S Financial Services, LLC came into existence as an affiliate of Heffler Radetich & Saitta, LLP and moved its base of operations to Center-City Philadelphia.
Our predecessor, Mazza Siegel Associates, Inc. was founded in 1974 by Paul Mazza and Stanley Siegel. Its personnel had over 50 years of professional experience and advised its clients (many who are still with us today) through the ups and downs of the economy and through the constant challenges of complying with changes in federal and state tax laws and regulations. The firm provided a wide array of financial services to their clients through such vehicles as individual and group insurances, investments, estate and retirement planning.
The experience and breadth of knowledge brought to HR&S Financial Services by these esteemed professionals formed a solid foundation upon which to build our new firm. Commitment to our clients, both old and new, to put their needs first remains as strong as ever.