HANTZ GROUP

Hantz assigned a team to review all our finances and more. They handle our banking, our taxes, our investments, our retirement income, our estate planning and our insurance (home, auto, long-term care and umbrella). Our team had experts in each area who reviewed our status and made recommendations with numerous options which they took the time to explain thoroughly. After initial analysis and organizing, we now meet 3 or 4 times a year to review and revise if necessary. All this for a single annual price is a real bargain. It really helped us to get all our ducks in a neat row. We are very pleased with the service. We are now confident of our finances and our lives are organized better than they have ever been. And we have much more time to enjoy the fun in life.

Horrible, after many hours of them soaking up every aspect of my life, my adviser passed away and there was no one left for me to even contact. I was left with a devastated portfolio which I am still trying to figure out and it is costing me a fortune in fees.

unknown

We were referred to the company by friends; however, with increasing contact, we lost confidence and have severe our ties with them.

So far we are pretty pleased with them. Every year we do a check up to make sure we are meeting our goals and objectives. I would recommend them. They get good pricing since they are a group. They are very thorough in making sure we have the right coverage for our mortgage and car. They have their own lawyers that take care of the wills.