A complete list of active advisors currently associated with H H Financial Consultants

Warmer can help you find a great advisor at H H Financial Consultants or one who fits your needs even better.

The firm provides investment supervisory services and general investment advice to individual clients, noting that services are not tailored though consideration can be given to clients’ expressed needs. It does not accept discretionary authority, reports no custody of client assets, and currently indicates it does not manage client assets. Its stated methods include charting, fundamental and technical analysis, and accounts are reviewed at least monthly through two levels of review (general and full), with a single reviewer responsible for up to 500 accounts. The firm does not participate in wrap-fee programs and says it will recommend any reputable broker without designating specific brokerage relationships. The principal maintains separate, full‑time employment producing real estate and business appraisals and also owns an appraisal and brokerage company that appraises and brokers businesses, machinery/equipment, and real estate, a combination of activities that is uncommon for peers in this category. The firm’s involvement in real estate brokerage and appraisal services, together with its current lack of managed client assets, is a distinctive feature relative to many investment managers.

To learn more about the advisors currently working at H H Financial Consultants, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.