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No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
Communify Fincentric, unifying the communication of market (Fincentric) and client data (Communify), delivers unique, high quality digital experiences for the financial industry. Founded on decades of maturity in delivering complex market data to some of the largest firms in financial services, Communify Fincentrics platform and Knowledge Bases allow excellent experiences at a fraction of the cost of in-house solutions. Communify Fincentrics SaaS-based product suite unifies the communication of market and client data through a library of financial apps, with solutions including Communify Fincentric Markets Apps, Client Apps and Advisor Apps. Communify Fincentrics Knowledge Base of 4000+ unique data feeds and 500M+ page views per day also powers our advanced AI capabilities for the next generation of communication, automation and management of financial data.
Florence Savings Bank is a Florence, MA-based company in the Financial Services sector.
Willow Financial is a Wayne, PA-based company in the Financial Services sector.
Union Bank personifies relationship banking and responsible banking. Since 1864, we’ve been a pillar to the communities we serve. While we’ve expanded to 382 branches in the past 150 years, our foundation, built on trust and loyalty, remains the same. These principles define the way we do business. Our offering includes a wide range of commercial, retail banking, and wealth management solutions to meet the financial needs of all our customers. In 2008, Union Bank became part of Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. With over $2.4 trillion* in assets, the global network includes 1,100 offices in over 40 countries. As a proud member of MUFG, we strengthen our global capabilities while we honor our legacy to the communities we serve.