Hathaway Financial LLC 6450 Almaden Expressway, San Jose, CA 95120

Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest.

Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.

The institution deploys the latest technologies, including world-class trading platforms and cloud-based financial planning software. All paperwork and signatures are collected securely using Docusign and Google Cloud storage. Hathaway Financial works with clients to establish long-term financial plans, make wise decisions around job offers and retirement savings, and optimize financial decisions for tax purposes.

Hathaway Financial also helps small businesses establish retirement plans for owners and employees, providing competitive benefits and tax-advantaged savings options. With a focus on maximizing portfolio returns while managing risk, Hathaway Financial is dedicated to helping clients achieve the retirement they desire. Contact Hathaway Financial at [email protected] or 1-971-409-4180 for more information.