Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can
Financial advisor - Michigan, Ohio
As a Financial Consultant you will work together in a collaborative team providing a holistic approach to consulting and advising client’s financial plans utilizing knowledge of tax and investment strategies, securities, insurance, and retirement plans.
Duties and responsibilities
Primary Responsibilities
• Establish financial planning relationships, help clients identify and prioritize their financial goals, assess clients’ resources, advise and recommend actions that help clients achieve th