Hanna Financial And Tax Services

Overview

Hanna Financial And Tax Services is a corporation that operates as a non‑independent retail RIA and insurance intermediary focused on individual and family clients. Its business mix combines portfolio management for individuals and small businesses with insurance brokerage and other financial product sales. The firm charges clients on a percentage‑of‑AUM basis and is structured under a mix of foreign‑entity and individual ownership. Regulatory and product notes in the profile indicate the adviser is not positioned as a capital allocator, does not market itself as an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices