Hanke & Company Wealth Management, LLC - San Francisco, California

D. E. M.

Six months ago, I landed my dream job and I started making significantly more money. With adulting came anxiety - was I saving enough for retirement? Was I making the right investment choices? Should I put some of my money into the stock market? Manny helped me pick the right funds for my 401k, made sure my taxes were done properly, and set me up with a savings program. He noticed that I was putting some of my savings into the stock market through private brokers before I had maximized my 401k, so we were able to take some action and sell some of the stocks which had taken a loss to avoid tax penalties.

I’ve never hired a professional to do anything for me before so this was new for me. I feel a lot more comfortable talking about money now after talking to these guys. In general I feel more confident about my finances. I feel like I am empowered to make the right decisions regarding my savings and investments because Manny educated me on where the greatest tax penalties are. Highly recommend even if you're not a millionaire - there's no way you won't save money with Hanke & Co.

michael B.

If you're questioning your first steps--don't hesitate, it doesn't take much effort to schedule a consultation. Manny is someone I know I can trust, and when it comes to my financial future, I don't place that trust lightly. After 2020 upended my seemingly stable industry, I knew it was time to reevaluate, take stock, plan, and identify my goals. I now have more confidence in my financial future, and look forward to my consultations.

Payne C.

One of the best decisions I've made was speaking with Manny and taking an honest look at my finances. Manny has the knowledge that I was searching for to better manage my financial plan. What's more Manny knows how to deliver that knowledge in a way that makes sense! Could not recommend him more.

Larissa W.

Manny was courteous , professional and made me feel comfortable and taken care of. I felt comfortable being open and vulnerable as we navigate my financial future together. I am looking forward to the information, guidance and skill set he will provide to help me build a prosperous future.

Michael K.

Have you procrastinated building a longer term financial plan? I sure had. Luckily Manny and Milo came along to help move me through the fear and avoidance. In our initial planning session I could feel like they a) really knew their stuff b) were relatable and trusting and c) had my best interests at heart. I now feel more grounded and confident in reaching my longer term goals. Give them a shot! PS- they even do mobile notary services...which. in this pandemic is a nice benefit!

David Y.

Why 5 stars? The answer, for me, is easy. Hanke and Co. knows what they are doing. No need for a long dissertation on their quality of work. They are extremely knowledgeable and keep up with the latest issues and developments in their field.
Bedside manner--this may be an old fashioned concept but it is important to me. I want my financial managers to be nice and caring people. The staff are personable and accommodating. They make me feel at ease and they are very reassuring.
Trust with a capital "T"---- I truly believe Hanke and Co. have my back and are looking out for my best interests. I am a retiree and my money is my guarantee of a comfortable future and I trust Hanke and Co. to take care of me.
It's important to connect with the right financial managers as money is a very personal issue. Hanke and Co. works for me and they might be right for you.

Hana G.

I reached out to Hanke Wealth Management to discuss long term financial investments. Manny did a wonderful job explaining my options and I appreciated that he also brought in elements of professional and life coaching. I highly recommend Hanke Wealth management they truly go above and beyond!

David

We gave our life savings I trust to Milo. We paid every year for a once a year meeting also when He was selling insurance door to door.

There is no loyalty there. The office is very unprofessional. We liked them but when they decided our money needs didn’t work for them then severed the long relationship. What kind of fiduciary is that?

A blessing in disguise. We now have a very competent advisor who has done more for us in a year than they did in 10 years. More than an annual meeting for a minimum of $5000-6000 a year for nothing

The office needs training. The staff is very unprofessional.