|
Haney Financial Services, Inc. |
In 1999,
Haney Financial Services (HFS) was formed to enable us to provide even better financial consulting services including asset and wealth management. Building on the reputation and team effort at Haney CPA, Haney Financial Services provides quality accounting services and financial planning all in one Indianapolis location. Haney Financial Services was created to take advantage of the synergistic relationship between CPA and qualified financial planners to provide our clients the very best success and prosperity.
Some of the Haney Financial Services provided include:
- Investment Evaluation
- Risk Tolerance Analysis
- Asset Allocation
- Investment Advice
- Tax Impact Strategy Planning
- Tax Impact Evaluations
- Account Set-Up/Account Transfers
- Quarterly Statements
- 401k or IRA Set-Ups
- Continuous monitoring of Asset Activity
- Legacy Planning
- Additional Services
At Haney Financial Services, our federally registered Investment Advisor Representatives help clients achieve their financial goals by building and preserving investment assets through affiliation with Intrepid Financial, LLC a Registered Investment Advisor.
Haney Financial Services focuses not only on your investments, but on you and the people who rely on those assets to fulfill your hopes, dreams, and goals.
You can be assured that your family's needs will be met with sound financial advice and excellent service tailored to your family's financial situation and investment objectives.
Greg A. Haney is founder and President of Haney Financial Services, Inc. He is an Investment Advisor Representative, a Certified Public Accountant, and a Personal Financial Specialist. Your Haney Financial Services team consists of professional, dedicated individuals whose objective is to provide your family with a broad range of financial planning and investment management services to help you achieve your future goals.
Haney Financial Services, Inc.
... trust ...peace of mind ...confidential
Securities offered through Morris Group, Inc. Member NASD/SIPC
3077 East 98th Street, Suite 200, Indianapolis, IN 46280 (317) 580-9440
Haney Financial Services, Inc. and Morris Group, Inc. are independently owned and operated.