Broker Check

Yardley Office

1790 Yardley-Langhorne Rd

Heston Hall Carriage House 202
Yardley, PA 19067
(267) 685-2215

Livingston Office -- Acorn Financial

290 West Mount Pleasant Ave

Suite 2300
Livingston, NJ 07039
(973) 994-0100

OUR STORY

In October of 1947, Joseph and Ann Haas brought their first-born son home from the hospital. Shortly thereafter, the neighborhood John Hancock Life Insurance agent knocked on their door to increase their coverage. After making certain that his family was protected, Joe steered the conversation down another path; he inquired as to whether or not the agent enjoyed his profession and if, by chance, were any openings at John Hancock for new hires. From that simple meeting, a multi-generational legacy in financial services was developed, serving a client base in 9 different decades.

That first-born son, Joe Haas Jr, has already tacked on north of 51 years to the decorated 35-year career his father built. Furthermore, his grandson, Joe III, has added over 24 more, founding Generation III Solutions, in the process, to honor that legacy.

                                                                              OUR PRIMARY PURPOSE

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

The needs are yours and the goals are yours, but the concerns are ours. Let this family help take care of your family.


FINDING YOUR FIT

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Please check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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