Your Future. Reassured. Wealth management that puts you first.
At H&A Wealth Management, our mission is to simplify complex financial issues so that our clients can pursue the things they love most. We believe that everyone deserves to have a personalized financial plan that meets their unique needs and goals. Our team of experienced and credentialed associates is dedicated to providing exceptional service and expert advice to help our clients achieve their long-term financial objectives.
Your Guide to Achieving Financial Success
At H&A, we understand that every individual and family is unique, with their own set of financial goals, objectives, and values. That's why we take a personalized approach to wealth management, tailoring our services to meet the specific needs of each of our clients. Our team will work closely with you to understand your financial aspirations and develop a customized plan to achieve them.
Private Wealth Management
Our Private Wealth Management services are designed to provide individuals and families with expert guidance on managing their personal finances. Our team will work with you to create a comprehensive financial plan that addresses your unique goals, objectives, and values. We will provide ongoing monitoring and adjustments to ensure that your plan remains aligned with your changing needs and goals.
Qualified Retirement Plans
Are you approaching retirement or already retired from Verizon? At H&A, we specialize in helping individuals navigate their Qualified Retirement Plans, including their Verizon 401(k), Pension, Retiree Medical Benefits, and Life Insurance Benefits. Our team will work with you to develop a personalized plan to maximize your benefits and ensure a secure retirement.
Speak with an Advisor
At H&A, we're committed to providing exceptional service and expert advice to our clients. Whether you're looking to build and manage your wealth, plan for your retirement, or achieve your long-term financial goals, our team is here to help. Contact us today to schedule a consultation with one of our experienced advisors.
Overarching Positive Themes
Multiple reviewers have expressed their satisfaction with Hapanowicz and Associates (H&A) over the years, praising their knowledge, personalized approach, and ability to understand and meet their clients' needs. Reviewers have noted that the staff is friendly and treats clients like family, making them feel valued and well-cared for.
Services and Expertise
Reviewers have highlighted H&A's expertise in a range of financial instruments, including private investments, IPOs, real estate, and ETFs. They appreciate the firm's focus on client-centered service and its ability to adapt to changing market conditions. Several reviewers have mentioned that they have worked with H&A for many years and have consistently received excellent service and guidance.
Communication and Trust
Reviewers have praised H&A's communication style, noting that they are proactive, responsive, and transparent in their dealings. They appreciate the regular updates and personal interactions they receive from the firm, which helps build trust and makes them feel confident in their financial decisions. Several reviewers have mentioned that they feel comfortable reaching out to the firm with questions or concerns, knowing that they will receive helpful advice and guidance.
Testimonials
Reviewers have shared personal anecdotes about their experiences with H&A, including testimonials about the firm's performance, trustworthiness, and commitment to their clients' success. Many reviewers have mentioned that they have referred others to H&A and would do so again, citing the firm's reputation for excellence and its ability to deliver results.
