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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
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
Working with Hasenberg Financial Group, especially Heather Vavra, has definitely been the best decision we’ve made financially. Heather is always communicative, and up front with us regarding our finances. She is open to listening to us and what we’d like to accomplish. Whether it’s retirement or investing she is always two steps ahead of us. We would definitely recommend Hasenberg Financial Group. We don’t have to worry and can rest assure that our money is working for us. They are truly family.
Jordan at Hasenberg Financial Group is nothing short of a tax wizard! As a 22-year-old navigating the daunting world of taxes, Jordan made the process incredibly easy and stress-free. He patiently explained each step, ensuring I understood everything. What sets Jordan apart is his dedication to clients. He not only maximized my refund but also provided invaluable financial advice. Communication was prompt and efficient, and the office was professional and welcoming. Jordan's expertise saved me money and gave me peace of mi... 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
Hasenberg Financial Group has a 5 star rating with 34 reviews.
Hasenberg Financial Group might be open. It requires an appointment.