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How does the advisor help clients – Key Takeaways:
Hanna Financial and Tax Services is a trusted and experienced firm that provides expert financial advice and services to their clients.
With a team of highly qualified and experienced financial advisors, Hanna Financial and Tax Services is dedicated to helping clients achieve their financial goals and make informed decisions about their money. Their comprehensive approach and extensive knowledge in the field of finance make them the go-to choice for individuals and businesses alike.
Here are the key takeaways on how Hanna Financial and Tax Services can help their clients:
- Expert financial advice and services
- Comprehensive approach to achieve financial goals
- Extensive knowledge in finance
- Trusted and experienced team of financial advisors
- Available for both individuals and businesses
Facts and Insights
To truly understand the expertise and credibility of Hanna Financial and Tax Services, it’s important to look at some facts and insights about the company.
Founded in 2005, the firm has over 15 years of experience in the financial industry. They have a strong track record of successfully helping clients with their financial needs and have built a reputation for excellence and reliability.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 15 years |
Financial Services Offered
Hanna Financial and Tax Services offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance solutions
Client Types
Hanna Financial and Tax Services caters to a variety of clients from different backgrounds and with different financial needs. Their clients include:
- Individuals
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
Hanna Financial and Tax Services believes in transparency and ethical practices when it comes to fees and compensation. They work with their clients to determine a fair fee structure that is based on the services they will receive. This ensures that clients receive the best value for their money and a mutually beneficial relationship is established.
Background
Hanna Financial and Tax Services was founded by John Hanna, a seasoned financial advisor with over 20 years of experience in the industry. John’s vision was to create a firm that provides comprehensive financial services with a personal touch. Under his leadership, the firm has grown and established itself as a trusted name in the financial industry.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important to understand their business and any potential conflicts of interest. Here are some important disclosures about Hanna Financial and Tax Services:
- The firm is a fee-only advisor, meaning they do not earn commissions from recommending specific investments.
- Some of the advisors at the firm may also be licensed insurance agents and may receive compensation for the sale of insurance products.
- The firm does not have any legal or disciplinary actions against them.