Hanke & Company Wealth Management, LLC
About the Business
Hanke & Company Wealth Management, LLC is a finance institution located at 177 Post Street in San Francisco, California, United States. Planning for big financial goals can be overwhelming, but it doesn't have to be with the help of our experienced team. Our clients trust us for life, with many families spanning multiple generations relying on our expertise.
At Hanke & Co. Wealth Management, all clients work with two Certified Financial Planners who provide comprehensive support tailored to individual needs and values, including socially conscious investing. As an independent, fee-only Registered Investment Advisor, we prioritize client-centered care and utilize the custodial services of Charles Schwab & Co. to ensure transparency and trust.
Unlike traditional Wall Street firms, we operate free of conflicts of interest and hidden fees, prioritizing holistic financial planning over investment management alone. Our firm meets all the criteria outlined in "The 19 Questions to Ask Your Financial Adviser" by Wall Street Journal columnist Jason Zweig, ensuring peace of mind for our clients.
Whether you're a High Earner Not Rich Yet (HENRY) or in the accumulation phase, our firm provides personalized financial planning to help you achieve your goals and avoid costly mistakes. Take the first step towards financial security by reaching out to Hanke & Co. Wealth Management today at 177 Post Street, Suite 800 in San Francisco, CA 94108.
Photos
Location & Phone number
177 Post St # 800, San Francisco, CA 94108, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I met with Manuel Apolonio, MSFP, CFP Senior Financial Planner for Hanke & Company Wealthy Management to discuss my financial goals. Mr. Apolonio was engaged, knowledgable and was able to provide much needed assistance in my retirement planning. I trust Mr. Apolonio implicitly."
"One of the best decisions I've made was speaking with Manny and taking an honest look at my finances. Manny has the knowledge that I was searching for to better manage my financial plan. What's more Manny knows how to deliver that knowledge in a way that makes sense! Could not recommend him more."
"If you're questioning your first steps--don't hesitate, it doesn't take much effort to schedule a consultation. Manny is someone I know I can trust, and when it comes to my financial future, I don't place that trust lightly. After 2020 upended my seemingly stable industry, I knew it was time to reevaluate, take stock, plan, and identify my goals. I now have more confidence in my financial future, and look forward to my consultations."
"Six months ago, I landed my dream job and I started making significantly more money. With adulting came anxiety - was I saving enough for retirement? Was I making the right investment choices? Should I put some of my money into the stock market? Manny helped me pick the right funds for my 401k, made sure my taxes were done properly, and set me up with a savings program. He noticed that I was putting some of my savings into the stock market through private brokers before I had maximized my 401k, so we were able to take some action and sell some of the stocks which had taken a loss to avoid tax penalties. I’ve never hired a professional to do anything for me before so this was new for me. I feel a lot more comfortable talking about money now after talking to these guys. In general I feel more confident about my finances. I feel like I am empowered to make the right decisions regarding my savings and investments because Manny educated me on where the greatest tax penalties are. Highly recommend even if you're not a millionaire - there's no way you won't save money with Hanke & Co."
"Have you procrastinated building a longer term financial plan? I sure had. Luckily Manny and Milo came along to help move me through the fear and avoidance. In our initial planning session I could feel like they a) really knew their stuff b) were relatable and trusting and c) had my best interests at heart. I now feel more grounded and confident in reaching my longer term goals. Give them a shot! PS- they even do mobile notary services...which. in this pandemic is a nice benefit!"
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