Based on 12 reviews
Hanson Financial Group is a financial advisory firm that provides comprehensive planning, endowment management, and investment management services. The firm operates under the name ShorePoint Advisory Group and has a history dating back 30 years, including previous years as Blakely Financial Inc. It serves clients in High Point, Marblehead, Manchester by the Sea, Hadley, and Nantucket.
The firm offers comprehensive financial planning, family advisory services, investment management, endowment management, and business planning. They emphasize a 'complete and connected planning' approach that integrates every aspect of a client's financial world, from retirement planning to tax and estate strategy.
The firm uses a listening-led expertise model where intentional listening ensures clients feel fully heard and understood. They aim to transform financial complexity into clear, manageable strategies that create space for what truly matters in a client's life.
The firm has offices in High Point, NC; Marblehead, MA; Manchester by the Sea, MA; Hadley, MA; and Nantucket, MA. The Trustburn listing specifically shows an address at 7 Summer St with a phone number of 9787049795.
The firm can be reached at 336-885-2530, and the Trustburn listing provides the phone number 9787049795. The website is hansonfg.com.
Reviewers frequently mention the professional website, knowledgeable advisors, personalized plans, client care, and clear recommendations. Many reviews highlight the team's expertise in guiding clients through investment options and crafting personalized investment plans that align with client goals.
The firm has a Trustburn rating of 4.2 out of 5 from 12 reviews. The breakdown is 5 five-star reviews, 4 four-star reviews, and 3 three-star reviews, with no one- or two-star reviews.
There are 12 reviews on Trustburn, with the newest from November 2023 and the oldest from January 2022. None of the reviews were posted in the last 12 months.
The firm describes its approach as 'complete and connected planning,' which is an adaptive roadmap that evolves with the client's journey. They emphasize accountability in action, turning important financial intentions into celebrated milestones through persistent follow-through.
The firm states that great financial guidance is a relationship built on deep understanding rather than just a service. They focus on bringing calm, order, and control to complex financial lives through thoughtful integration of every aspect of a client's financial world.
The website notes that securities and advisory services are offered through Commonwealth Financial Networkยฎ, which is a Member FINRA/SIPC and a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth.
The firm serves residents in High Point, Marblehead, Manchester by the Sea, Hadley, and Nantucket. The website also mentions that financial advisors may discuss and transact business only with residents of the states in which they are properly registered or licensed.
The firm states that financial advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The firm has a 30-year history, including years as Blakely Financial Inc. Throughout this history, the team has witnessed moments of stress giving way to clarity and clients achieving their dreams.
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The financial advisors at Hanson Financial Group provided me with excellent advice that helped me make informed financial decisions. They took the time to understand my goals and crafted a personalized plan that aligns with my needs. The level of service and expertise they offer is exceptional. I highly recommend their services!
I recently sought financial advice and found the expertise at Hanson Financial Group to be outstanding. Their team of advisors gave me clear and actionable recommendations. They helped me understand different investment strategies and navigate the complex financial world. I highly recommend their services to anyone in need of sound financial advice.
I am very pleased with the services provided by Hanson Financial Group. Their team of financial advisors is knowledgeable and friendly. They guided me through various investment options and helped me make informed decisions. With their advice, I feel confident about my financial future. I highly recommend their services to anyone seeking financial planning assistance!
After searching for a reliable company for financial advice, I came across Hanson Financial Group's website. ๐ I'm glad I did because their financial advisors are exceptional. They provided me with a personalized investment plan that aligns with my goals. I'm impressed with their knowledge and dedication to helping their clients succeed. I highly recommend Hanson Financial Group!
I recently sought financial advice from a company's website hansonfg.com and received great assistance. The team was friendly and provided valuable insights on how to better manage my finances. They helped me understand different investment options without any jargon. I appreciate their expertise and would recommend their services to others.
I am extremely satisfied with the services provided by Hanson Financial Group. ๐ The team truly cares about their clients and works hard to achieve their financial goals. Their expertise and attention to detail are second to none. I highly recommend Hanson Financial Group for all your financial planning needs!
Hanson Financial Group provided me with exceptional financial planning services. Their team of experts is highly knowledgeable and exhibits a great level of professionalism. They guided me through various investment options, helping me make informed decisions. I highly recommend Hanson Financial Group for their expertise and commitment to their clients' success.
Hanson Financial Group is a professional and reliable company that genuinely cares about their clients' success. I was impressed by their expertise in financial planning and investment strategies. The team went above and beyond to ensure that I had a comprehensive understanding of my options. I highly recommend Hanson Financial Group for their exceptional services and knowledge.
I found the financial advice I needed on a professional website. The guidance provided by the team at Hanson Financial Group was invaluable. They are experienced in their field and demonstrate a deep understanding of finance. I'm grateful for their assistance and would recommend their services to anyone looking to improve their financial situation.
I was really impressed with the services provided by Hanson Financial Group. They were very knowledgeable and professional. The financial advisors at the company helped me create a solid investment plan that aligns with my financial goals. The team was always responsive to my questions and concerns. I highly recommend Hanson Financial Group for their excellent financial planning services.
When I visited the website hansonfg.com for financial advice, I wasn't sure what to expect. However, I'm pleasantly surprised by the level of expertise and professionalism at Hanson Financial Group. They provided valuable insights tailored to my financial goals. The team's advice has had a positive impact on my investment decisions. I highly recommend their services.
I can't express my satisfaction with the services provided by Hanson Financial Group enough! ๐ฏ Their financial advisors are top-notch and truly understand their clients' needs. They guided me through various investment strategies, helping me make informed decisions. The team's expertise and personalized approach make all the difference. I highly recommend Hanson Financial Group for all your financial planning needs!
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