Experience the difference

“HCR goes above and beyond to provide me with the clarity I need in all of my life transitions. They always educate me and walk me through every step of the way. In addition to never having to worry about my finances, HCR truly makes me feel like family whenever we speak or I go into the office. HCR has saved me so much stress and alleviated so many concerns in my financial life.

I have benefitted in many ways by working with HCR. They always educate me on how to build and manage my portfolio, as well as on the markets – both the stock market and real estate. In addition, they are always there for me to consult with on any significant decision I’ve had to make, whether it’s buying a car or a house or an investment property… or even when I needed a new passport. They do it all.

The reason I would recommend HCR to a friend is very simple: If you don’t want to worry about the future of your finances, work with HCR. I hear many colleagues share horror stories of working with other advisors – I never have to worry that I will have one. HCR makes me feel like they care about my money as if it was their own, and for that, I am forever grateful.”

– Hroniss Grasu, NFL Center, HCR Client since 2016

“Working with HCR has benefited me in many ways. They’ve helped us to better understand our finances and the financial markets, and they always keep us updated. They are experts in understanding and managing our trust, Medicare, and retirement planning, and they give us all the time in the world until we feel comfortable and completely understand.

We have built a trusted relationship with a high level of personal service because HCR truly cares about their clients. It’s a blessing knowing that I can always trust my financial advisor to look out for me and do what’s in my best interest. HCR is our rock!”

– Carole Malfatti, HCR Client since 2004

“Thanks to HCR Wealth Advisors, I never have to worry about my money or finances. I truly feel like they’re one of the best wealth management firms out there and they always make me feel like I’m a member of the family.

One of the most important things they helped my family with was getting my parents to understand the necessity of diversification for future generations and in order to build multigenerational wealth. I am very grateful for the immense value that HCR provides to me and my family.”

– Ryan Herzog, President of MB Herzog Electric, HCR Client since 2000

“HCR has managed my portfolio expertly and has provided a huge range of advice, contacts, and resources in many areas including taxes, insurance, legal, business development, and more. They are invaluable, wise advisors in all areas of my life, and I trust them 100% to manage my money and give me great advice.

The best thing that has come out of working with HCR has been the peace of mind around finances and solid management of my financial life. I feel so secure, and as a business owner they also provide me with great business planning, including fantastic legal, tax, and insurance advice. In addition, I’ve built great, long-term friendships – they are now like family.

I was going through a divorce when I first met the HCR team, and they provided incredible advice, support, and help to sort out a very complicated matter at the end of the divorce, directly negotiating it on my behalf and doing an incredible job. They have also advised me on other aspects of family finances too. Ultimately, I feel like HCR is always doing what is best for me.

They are truly unique financial advisors and people because they are incredibly honest, trustworthy, caring, available, responsive, and thorough in how they handle clients. I feel 100% covered across all my needs, which have varied a great deal over time. That level of trust is amazingly unique. I have recommended them to several friends, all of whom have had the same experience as I have.

I am very grateful for their help and true friendship over the past 6+ years. I would not be in the position I currently am and would not feel as good about my future without them. My family and I are lucky to be working with them.

– Alicia Ames, HCR Client since 2016

“My investment goals are simple: when the market is up, I’d like to be up. When the market is down, I’d like to be less down, and recover faster. HCR has consistently delivered the investment performance to achieve this objective. And they’re really nice, too.

Everyone I’ve worked with at HCR has been extremely helpful, responsive, and especially kind in the difficult months following the death of my father. As an Executor and Trustee for the first time, I faced a series of legal and financial issues, which HCR guided me through with sound advice, clear thinking, and positive attitudes. My calls and emails were returned almost immediately. I was able to resolve the estate and satisfy all beneficiaries, in less time than expected, thanks to my financial advisors at HCR.”

– Jeff Iorillo, HCR Client since 2007

“Thanks to our work with HCR, our whole relationship with money and wealth has changed. We can now see the big picture as well as the details of income, expenses, risk, and retirement goals. Our advisors at HCR have helped us figure out how to pivot to new strategies and goals when life threw us curveballs – through health changes, family changes, layoffs, promotions, recessions, etc., HCR has always been there to help.

We had a very difficult situation involving a health problem in combination with problems with my career – caused by the health problem. There were a few years where we had to radically change our whole approach to managing money, and retirement was looking increasingly far away. The folks at HCR never blinked. They sat with us for several planning, calculating, and forecasting sessions, discussing how to get our retirement goals back on track. The plan had to change a few times because of my work and health situation, but each time they were happy to start over and rework the plan. All that is behind us now, and I’m very happy with the invaluable work they did for us, and the guidance provided during that time.

Besides the fact that they’ve expertly guided us through the last few downturns and economic crises, and besides the fact that they’ve grown our wealth consistently, the most valuable thing they’ve done is to guide us on all the in between and peripheral stuff having to do with money.

HCR is willing to work with the entirety of our money situation, often advising us on things that matter a lot to us, but which have nothing to do with the markets – even for little stuff like buying vs. leasing a car, if taking the lower paying job for a couple of years to position my career is best, if a remodel is a bad idea right now, etc. They are so patient, and their answers take into consideration our unique circumstances in combination with whatever is going on in the markets. They take a truly wholistic approach to managing our wealth.

Throughout all the scary market crashes and economic disasters, HCR has always had what I’ll call an infectious calm and clarity for what to do and what not to do. It always feels like they’re way ahead of the crisis and did the hard work figuring things out long before the headlines, and like they’re now just watching and executing like real pros. It is extremely comforting to have a team like HCR guiding and supporting us.”

– LGS, HCR Client since 2006

“One of the best things to come out of working with HCR has been the peace of mind in knowing that I have a group of knowledgeable and dedicated professionals who I can trust guiding and advising me so that I am able to attain my financial goals.

Everyone who works at HCR is outstanding – they are all truly committed to the financial success of all their clients. They’re commitment to customer service is unparalleled and they have a unique ability to immediately put people at ease. They share their expertise in a generous and down to earth manner. They also do not pressure potential clients. I know anyone I would refer to them would be in good hands.

HCR developed a viable strategy designed for and with me to ensure that my financial future is as secure as possible. They met me where I was and walked me through each step of the way. They analyzed every detail thoroughly and presented me with various options designed specifically for me. They made sure that I always understood each and every idea, proposal, or recommendation. Their clarity allows me to make more educated and informed decisions about my financial future. Working with them has really helped to reduce the amount of stress and uncertainty that I had prior to our association.”

– M. Edwards, HCR Client since 2015

“After suddenly becoming a widow, thanks to the guidance HCR provided me, I knew my financial future would be in good hands. They helped me establish my financial goals, educated me on the steps needed to reach those goals, reviewed insurance plans and trusts to be sure everything was in order for me to maintain financial independence, and so much more – all while being open and candid in our discussions.

One of the best things that has come out of us working together has been the security and peace of mind they’ve provided me. I am very grateful to HCR, as they have been kind and assuring during a very difficult time in my life and their work has allowed me to be financially independent. I’ve recommended them to my son as he and his family start their lives together, and I am so happy they are working together now!”

– Joan Zukor, HCR Client since 2013