A complete list of active advisors currently associated with Hanna Financial and Tax Services

Warmer can help you find a great advisor at Hanna Financial and Tax Services or one who fits your needs even better.

Hanna Financial and Tax Services provides investment advisory, income tax preparation, and insurance services to individual clients, administering roughly $14 million in assets through a single-advisor practice and using Fidelity Investments as custodian. The firm manages about 75 client relationships and combines portfolio management with tax and insurance offerings. The firm operates on a non-discretionary basis, preparing an Investment Policy Statement with each client and relying on Fidelity’s research platform while employing techniques such as dollar-cost averaging and dividend-income strategies. Advisory fees are calculated as a percentage of assets under management, billed semi-annually in advance, and prorated for early termination. Uncommonly for peers, the firm’s personnel are licensed insurance agents and sell life and annuity products for commissions, using third-party insurers to provide those products alongside advisory and tax services. The brochure also discloses a prior criminal conviction and the subsequent revocation of a CFP credential for a management person, and notes the firm notified clients about the matter, a disclosure that is relatively rare among similar firms.

To learn more about the advisors currently working at Hanna Financial and Tax Services, 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.