Howard Hanna Real Estate Service - Westerville

Real estate agency in Westerville, OH (show on map)

4.6

★★★★★

14 reviews

Full-service financial planning and investment management firm serving clients in Ohio and beyond.

Call (614) 891-7400

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About

Howard Hanna Certified Financial Planner™ Professionals is a trusted financial services firm dedicated to helping clients achieve their financial goals through personalized planning, investment management, retirement strategies, tax planning, and estate planning. With offices in Westerville and Northeast, Ohio, the firm serves a diverse clientele seeking expert guidance in navigating complex financial landscapes.

CFP®-certified professionals

Comprehensive financial planning

Local expertise in Ohio

Services

Financial Planning

Comprehensive financial planning to help clients achieve their short-term and long-term financial goals.

Goal-based planning Retirement planning Tax planning Estate planning

Investment Management

Professional management of investment portfolios tailored to individual risk profiles.

Customized portfolio construction Asset allocation strategies Risk management Performance reporting

Retirement Planning

Strategies to help clients prepare for a secure retirement.

Retirement income analysis Social Security optimization Pension and benefit planning Legacy planning

Credentials & Certifications

CFP® (Certified Financial Planner™)

Since 2005

Series 7 & 66 Licenses

Since 2008

Reviews

Rating

4.6

★★★★★

Reviews

"Great service and experience working with Kurt and Andrew."

Frequently Asked Questions

What is a Certified Financial Planner™? +

A Certified Financial Planner™ is a professional who has passed a comprehensive exam covering financial planning principles and has demonstrated experience in the field. They provide holistic financial advice to help clients meet their goals.

How do you determine my risk tolerance? +

We use a standardized questionnaire and in-depth discussions about your financial situation, investment horizon, and comfort with market fluctuations to assess your risk tolerance.

What fees do you charge for your services? +

Our fee structure is transparent and varies based on the services provided. We typically charge a percentage of assets under management or an hourly fee for financial planning consultations.