HANNA WEALTH ADVISORS

Hanna Wealth Advisors is a financial services company serving San Antonio and the surrounding area, founded by our namesake. Jim Hanna and his team are rooted in the community and have found success by creating close, personal relationships with clients. Our mission is to provide families and businesses with financial clarity, customized strategies and solutions that help them not only retire but improve the quality of their lives. Our services include retirement income strategies, wealth management, life insurance, asset preservation and tax reduction strategies... Insurance products are offered through the insurance business Hanna Wealth Advisors. Hanna Wealth Advisors is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Hanna Wealth Advisors are not subject to Investment Advisor requirements.

Primary location: San Antonio United States