Hantz Financial Services - Independence, Ohio - Independence, Ohio

Hantz Financial Services – Independence, Ohio: A Comprehensive Overview

For individuals and families seeking comprehensive financial services, Hantz Financial Services – located in Independence, Ohio – presents a multifaceted approach to wealth management. Situated at 4401 Rockside Rd # 404, Independence, OH 44131, and easily accessible with a wheelchair accessible entrance and wheelchair accessible parking lot, the firm offers a diverse suite of services designed to meet a wide range of financial needs. Their commitment to personalized attention, coupled with a broad expertise, makes them a noteworthy option for those seeking strategic guidance.

Company Details and Specialties

Hantz Financial Services operates as a fully-fledged financial institution, functioning as a financial consultant, financial planner, and providing services through a home insurance agency, an insurance agency, and an insurance company. Furthermore, they operate as an investment bank, suggesting a capacity for handling more complex financial transactions and investment strategies. This breadth of capabilities distinguishes them from firms specializing in a single area. The firm’s core mission centers around helping clients achieve their long-term financial goals through strategic planning and tailored investment solutions.

Location and Accessibility

The physical location at 4401 Rockside Rd # 404 is strategically positioned within Independence, Ohio. This accessibility is further bolstered by the firm’s commitment to inclusivity, as evidenced by the wheelchair accessible entrance and wheelchair accessible parking lot. These features demonstrate a dedication to serving clients with diverse needs and ensuring a comfortable and convenient experience. Clients can easily reach the office via Rockside Road, a major thoroughfare in the area.

Services Offered – A Detailed Breakdown

• Financial Planning: Hantz Financial Services provides comprehensive financial planning services, assisting clients in developing strategies for retirement planning, education funding, estate planning, and tax optimization.
• Investment Management: As an investment bank, they offer investment management services, including portfolio construction, asset allocation, and ongoing performance monitoring. They cater to varying risk tolerances and investment objectives.
• Insurance Services: The firm acts as a home and insurance agency, offering a range of insurance products to protect clients’ assets and provide peace of mind.
• Consulting Services: Their role as a financial consultant allows them to provide expert advice on a variety of financial matters, including debt management, budgeting, and cash flow analysis.

Client Feedback and Reputation

Currently, Hantz Financial Services has 0 reviews on Google My Business, reflecting a nascent stage in online visibility and client feedback. The average opinion is 0/5, indicating a lack of publicly available reviews at this time. While this absence of reviews presents a challenge, it also represents an opportunity for the firm to actively solicit and showcase positive client experiences. Building a strong online reputation is a priority for the firm as they continue to grow.

Website and Contact Information

Clients can access more detailed information about Hantz Financial Services through their website, hantzgroup.com. The website provides insights into the firm’s services, team members, and investment philosophy. For immediate inquiries, potential clients can contact the firm directly at 2165201210.

Overall Recommendation

Hantz Financial Services – Independence, Ohio, appears to be a well-rounded financial firm with a diverse range of offerings. Despite the current lack of online reviews, the firm’s established presence, accessibility, and comprehensive services make it a potentially valuable resource for individuals and families seeking expert financial guidance. Further research and direct engagement with the firm are recommended to determine if their services align with specific financial goals and needs. The firm's commitment to accessibility further enhances its appeal to a broad client base.

Key Considerations: Due to the lack of recent reviews, prospective clients are encouraged to conduct thorough due diligence and seek references.