Hanke & Company Wealth Management, LLC

Hanke & Company Wealth Management, LLC At Hanke & Co. Wealth Management, two CFPs are available to every client, allowing us to better support their personal objectives and values. If digital investing is deemed appropriate, we recommend sustainable investments. This financial planning strategy places people at the center of everything. We do professional financial planning and can advise you. We design plans and assist you in implementing them, and we do not present investment management as an option. It would help if you were compensated fairly for your financial advice. The company is an independent Registered Investment Adviser (RIA) that charges a fee for advice and acts as your fiduciary. This standard, as defined by the SEC, ensures that you receive client-centered care even after the sale. For additional fiduciary services, Charles Schwab & Co. offers additional fiduciary services.

Among the reviews for Hanke & Company Wealth Management, it is evident that clients trust their financial manager, Manny Apolonio. They have posted optimistic feedback praising his honesty, engagement, and broad knowledge and experience in providing financial advice. Many of the reviews laud Manny for lending a listening ear, helping clients to find a solution to most financial problems such as investment options, and retirement planning. Clients also say that Hanke & Company staff were professional and provided rapid feedback in their consultations. More importantly, a lot of clients say it relieved their stress, helped their financial management, and offered a pleasant experience with the company. Clients express admiration at how Hank & Company goes beyond only offering financial services, but also give life coaching, and how they are approached by no employees' left behind. The feedback stresses that Hanke & Company is an excellent company to work with for financial stability, reporting, and personal growth in financial management.