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“So end of 2020 and very happy with Estate & Financial Strategies. We have shifted to quarterly phone calls with Hank and continue to have great results with his services. I am upgrading from 4 stars to 5 given our experience with Hank and the full scope of planning. The key thing with our experience is I am able to ask Hanks team email questions and they help me with strategic ideas. If it is outside their expertise they offer up other experts that could help. Partnering with Hank we have completed an estate plan, trust creation, tax planning including a new tax planner and working through Roth conversions. We are very happy 3 years in with Hank and his financial planning and services.”
8:30AM - 4:30PM
202 Franklin Rd, Brentwood
Financial Advising
8AM - 4:30PM
12 Cadillac Dr Suite 440, Brentwood
Financial Advising
“I am confused by the bad reviews. This company does not do loans, reverse mortgages, or insure homes or cars. This is a financial planning firm, not to be confused with other similarly named companies. Please do your homework and ensure you are looking at the correct company who performs the services you need.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My family has trusted Gary with our investments for over 30 years. There’s not enough space to type in this review how much we appreciate him and describe the things he’s done for us. I’d never consider using anyone else.”