HPE FINANCIAL SERVICES, INC.
PALM HARBOR, FLORIDA

HPE Financial Services, Inc., founded in May 2002 by Vic Schumacher after a distinguished 30-year career with various Fortune 500 companies, is an independent financial services agency based in Palm Harbor, Florida. The company was officially incorporated on January 20, 2011, and operates under the registration number P11000006666 with a FEI number of 274617871. HPE Financial Services, Inc. prides itself on offering comprehensive no-fee consultation services for both securities and non-securities products, compensated strictly on an 'as earned' basis. The agency is renowned for its flexibility and independence from any single financial institution, allowing it to tailor a diverse range of solutions that align with clients’ time frames and objectives. With agents dispersed nationally, HPE Financial Services provides personalized financial counsel to numerous families, individuals, and businesses. This dedication to understanding client needs ensures the development of customized plans aimed at achieving specific goals. At the core of HPE's mission—reflected in its acronym 'Helping People Everyday'—lies Vic Schumacher’s passion for assisting others, a legacy built upon his educational background from the University of Arkansas and distinguished military service where he was awarded the Distinguished Flying Cross and The Air Medal. Now residing in Palm Harbor with his wife Linda, Vic continues to lead HPE Financial Services as President. In managing financial risks, the agency specializes in crafting retirement solutions through investments, insurance, and annuities aimed at securing health and augmenting wealth. For more information on their services or to view their latest annual report from April 15, 2024, interested parties can visit their website at hpefinancialservices.com or contact them via phone at (727) 460-6063 or (334) 460-6061.