Hansen's Advisory Services Email Format
Investment ManagementNew York, United States1 Employees
Hansen's Advisory Services operates in the investment management space, offering a Focused Holistic Approach that guides clients to align their financial decisions with personal life goals and broader values. The firm emphasizes socially responsible investing, aiming to generate positive returns while supporting beneficial impacts beyond the individual investor, and helps clients articulate objectives, manage debt, organize legal documents, and plan for retirement. Based in Fayetteville, New York, the company positions itself as a small practice focused on personalized guidance, with securities offered through a separate broker-dealer, Cadaret, Grant & Co. Inc., highlighting a formal compliance channel within its advisory activities. The business appears to target individuals seeking integrated financial planning that integrates family protection, goal clarity, and ethical investing within a holistic framework.