At H&A, we take the time upfront to understand who you are and where you are in your personal wealth journey, whether you're just starting to build your wealth or whether you have existing assets to manage. Whatever you envision for your financial future, our financial guidance, combined with a team of people who understand what's important to you, will help you get there.
Everything we do is to take care of you, so that you can take care of what matters most to you. More than 30 years ago, I founded H&A to provide comprehensive financial advice through investment and wealth management services. From the beginning, our goal has always been to simplify often sophisticated strategies and offer sound financial solutions that help financially successful individuals, families, and businesses achieve long-term success.
Everything we do is to take care of you, so that you can take care of what matters most to you. More than 30 years ago, I founded H&A to provide comprehensive financial advice through investment and wealth management services. From the beginning, our goal has always been to simplify often sophisticated strategies and offer sound financial solutions that help financially successful individuals, families, and businesses achieve long-term success.
Services
With H&A you don't work with one individual financial advisor, you are assigned to a team of experienced professionals who understand what's important to you, because they are the same things that are important to each of us. We simplify the complexity of financial planning and managing private wealth in the ways that work best for you.
We've been making it easy to retire from Verizon since 1999. With the countless nuances to your Verizon Retirement Benefits including your Verizon 401(k), Verizon Pension, Retiree Medical Benefits, and Life Insurance Benefits, retiring from Verizon can sometimes feel like a second job.
Whether retirement from Verizon is years away, you're already retired, or you're in the "red zone" of reaching retirement from Verizon, you deserve to have all the information you might need to maximize your Verizon Retirement Benefits.
Whether retirement from Verizon is years away, you're already retired, or you're in the "red zone" of reaching retirement from Verizon, you deserve to have all the information you might need to maximize your Verizon Retirement Benefits.
Our seasoned and credentialed financial industry professionals possess the wisdom, knowledge, and experience to help you plan for and pursue your wealth goals. With three full market cycles of experience, we'll provide you with the best financial solutions that make the most sense for your life and your individual financial goals.
We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you. This questionnaire is designed to help you gain an in-depth understanding of your investment objective, which serves as the foundation for your portfolio and guides us in making investment recommendations.
Join us for a series of live and on-demand webinars that cover a wide range of financial trends and insights, including investment strategies, budgeting tips, and more. We're only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.
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