We believe that our duty is to understand your goals and set up strategies that resolve those challenges while protecting and developing your assets. We achieve this by standing by our mission to educate and advocate for the families we work with to make active decisions in safeguarding their family's future through wealth management.
As financial professionals, our focus is to provide unbiased opinions that are designed to achieve long-term results for your unique plan. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity, and respect while always collaborating using a team approach.
As financial professionals, our focus is to provide unbiased opinions that are designed to achieve long-term results for your unique plan. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity, and respect while always collaborating using a team approach.
Services
We believe that our duty is to understand your goals and set up strategies that resolve those challenges while protecting and developing your assets. We achieve this by standing by our mission to educate and advocate for the families we work with to make active decisions in safeguarding their family's future through wealth management.
Dave has chosen to take a comprehensive and personal approach to serving and achieving the wealth management goals of his clients. He established Hogan Financial Services in 1986 based on the principle of educating our families to ensure they can participate in making active decisions, with the ultimate goal of clients understanding and connecting with their investment portfolio and wealth management plan.
A detailed process ensures precision in the development, execution and monitoring of your plan! At HFS, we follow a proven process to learn about your unique goals and challenges, develop a plan, implement and finally review at regular intervals to make sure you're on track - and adjust as needed! Connect- During this phase we have our introductions and get to know each other and evaluate if we are a good fit for each other.
Link Disclosure: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Wealth management is a consultative process of meeting the needs and wants of clients through comprehensive investment management alongside financial advice, insurance strategies, tax guidance, and estate planning. Wealth management fills in the gaps that can be missed through a standard model of managing each piece of the puzzle individually - just managing assets, only providing a budget or financial plan, only evaluating income needs, etc.
Reviews (8)
Doug Beckstead
Dec 17, 2021
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Contrary to the very few positive reviews, things will not be the same years later. Here's my review.
Overpriced, never there, never updates info and leaves the customer to blame, awkward automated birthday voicemail each year.
Update: After calling 3+ times to cancel, saying they would cancel it, I now have found that they extended my insurance.
Update 2: contacted my recent insurance company, they eventually got them to cancel it.
Overpriced, never there, never updates info and leaves the customer to blame, awkward automated birthday voicemail each year.
Update: After calling 3+ times to cancel, saying they would cancel it, I now have found that they extended my insurance.
Update 2: contacted my recent insurance company, they eventually got them to cancel it.
Josh Perry
Jan 18, 2021
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With them for over 20 years for home owners, vehicle, life insurance and retirement - they were great at first and made us feel like they really cared for their customers. The small office staff were very friendly, knowledgeable and helpful. You could call right in and talk to Dave and receive answers and help right away.. the last few years they went way way downhill. You get sent to a call center and passed around from one person to another and never get any answers or anyone that knows what they’re doing.The only way to get ahold of Dave is for them to send him a message requesting him to
Isaac Middleton
Dec 25, 2020
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Positive: Professionalism, Quality, Responsiveness
Contrary to a few negative reviews, I found this business to be exceptional. Dave and his staff are very responsive and amiable. The attention and genuine care I received made it feel like family; I couldn't be happier with my decision to go with Hogan Financial.
Contrary to a few negative reviews, I found this business to be exceptional. Dave and his staff are very responsive and amiable. The attention and genuine care I received made it feel like family; I couldn't be happier with my decision to go with Hogan Financial.
Mitchel Frandsen
Dec 16, 2020
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Jay is awesome!!! Great customer service. Got me in and out. Treated me like I mattered and he clearly cares! Was unhappy about the call center that has been answering lately and we were thinking about switching insurances. Looks like Dave hired him because of those complaints and Jay is not a disappointment, good move.
Jordan Buchanan
Dec 11, 2019
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MaidPro- Steel Curtain Slc
Jul 17, 2019
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Andrea
Oct 01, 2018
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Awful experience. Poor communication in this company. More interested in making sales than listening to clients about their needs and following through. Got in an accident, then found out my coverage was not what I had requested. Staff would not help me and gave me attitude and contradicting information. I was left on my own to figure out how to handle being in an accident and everything that comes with it. As this was my first time, I was scared and not sure what to expect and hopeful that my agent would help me through the process. Many promises to be called back, but wasn't. Had to eventually
Non Non
Sep 28, 2018
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