Hantz Group

Blake Smith and his team have been invaluable to work with through my time with Hantz. From walking me through savings plans to having personal calls on a first home purchase, the professional and quick service they have provided has been exceptional. I highly recommend asking them any questions you have about your financial path. They are well worth it.

We went to Hantz Group because we want help getting our financial affairs in order and under control. 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 of $1200 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.

My brother has been with Hantz for a while, and when our Mom passed way they were extremely helpful handling her estate (Mom was not a client of theirs). Because of the integrity they displayed, I moved all of my investments over to them and had them handle my estate planning. I really like the holistic approach to my investments, tax prep and estate management.