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Hasenberg Financial Group
- Investment Service
- Eau Claire, WI
About this business
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial ... read more
Location details
431 E Clairemont Ave Suite B, Suite B, Eau Claire, WI, 54701, United States
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I honestly can’t say enough good things about Hasenberg Financial. They helped to make my transition to retirement exciting instead of scary! The entire staff is always so polite and so prompt in getting back to me regarding any questions or requests. I appreciate the promptness and it impresses me, because it certainly is not always the case these days. They seem to really value their customers and show their appreciation. I work most closely with rockstar Heather. :). I truly have never met anyone before with the great ... read more
Heather V. has been as close as a TC or text to answer any and all questions. When I have changes she anticipates my needs. I am greatful for the care and understanding she had for my husband Al before his death. She is always upbeat and positive. She explains things till I understand. She has helped me with more than just financial advice. She set up a wonderful retirement party I didn't even know I wanted. And she is helping Tessa to follow her lead. Maybe Jordan too!! 😀 Thank You.
Our experience here goes way beyond only investment health. Heather has become one of the “family”!! We began working with Heather & Chris when my parents were ailing. We were given information on how to arrange their investments AND how to make sure nothing sits in probate forever. Like I said, they look out for their clients way past the investment aspect. They encompass our whole life basically. So kind, caring, and professional. I am so glad for the timing of meeting them, moving investments, understanding how, what, why... read more
Very knowledgeable in investments and tax, providing sound advice and great results. We were actually able to retire earlier than we thought we could! Our financial advisor, Heather Halama-Vavra, is very knowledgeable, explaining things in a way that is very easy to understand. Jordan Hasenberg provides great tax advice and services. Together they are a great team that sets our mind at ease so we can sit back and enjoy our retirement years.
As a young person who can get intimidated quickly when it comes to finances, the people at Hasenberg Financial Group are always able to assist me with any of my needs, or concerns about meeting my goals, specifically Jordan! Jordan always makes me feel like my voice is heard, and helps me feel comfortable when it comes to the decisions I am making. I recommend them to everyone.
Frequently asked questions about Hasenberg Financial Group
How is Hasenberg Financial Group rated?
Hasenberg Financial Group has a 5 star rating with 34 reviews.
When is Hasenberg Financial Group open?
Hasenberg Financial Group might be open. It requires an appointment.