Why work with a Hummel Group Financial Advisor? | Hummel Group

Why work with a Hummel Group Financial Advisor?

Why Work with a Hummel Group Financial Advisor?

Did you know that many of the Financial Advisors at Hummel Group have obtained certifications or have taken classes and continuing education courses?

As a locally and nationally recognized insurance and financial services agency we encourage educational development and growing our industry knowledge base to better serve our clients. 

What does it mean to have a certification?

Many of these certifications or designations require certificants to meet rigorous professional standards and adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

How are certifications obtained and maintained?

Many certifications require the completion of multiple college-level courses in personal financial planning in addition to having earned a bachelor's degree or higher. Topics covered in these courses may include general principles of financial planning, insurance planning, investment planning, income tax planning, retirement planning, estate planning, interpersonal communication, professional conduct and fiduciary responsibility.  Once the coursework requirements are met an examination must be passed.  A minimum of three years of professional experience in the financial planning process is often required as well.  Strict ethical standards and continuing education requirements are also a requirement for most certifications.

What can our Financial Advisors do for you?

Financial Planning does not just refer to investing; it also encompasses risk management, budgeting, retirement advisory services, tax planning and insurance.   Our Financial Advisors are looking to assess your risks, create a financial strategy and make recommendations that best suit your needs.  Learn more about what Hummel Group's Wealth Management team has to offer here.

What makes the Financial Advisors at Hummel Group different?

There is no "ones size fits all" when it comes to financial planning and we like to get to know you and learn more about your family, hobbies, travel plans, investment goals and how these things can affect your future.  The Financial Advisors at Hummel Group use a variety of techniques and products to create a program that fits your needs.  For those looking to go through our propriety risk assessment process, we are able to assess your full financial picture and provide you with a schedule and plan to address concerns and goals that are specific to your life.  We want you to walk away from the meeting with a clear step by step plan moving forward.

How to contact a Financial Advisor at Hummel Group?

Please feel free to contact us online, set up an appointment or call our office at 800-686-2602.

We have representatives currently registered in the following states: AK, AR, AZ, CA, CO, IA, IL, KS, KY, MD, ME, MI, MO, NJ, OH, OK, PA, SC, TN, UT, VA, WI, WV. 

We are licensed to sell insurance and/or securities in the State of Ohio. Registered Representatives offer securities through The O.N. Equity Sales Company,  Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242. Phone: 513-794-6794.  Investment Advisory Services offered through O.N. Investment Management Company and Hummel Wealth Management, LLC.   The O.N. Equity Sales Company and O.N. Investment Management Company are not  affiliated with Hummel Wealth Management., LLC.  We have representatives currently registered in the following states: AK, AR, AZ, CA, CO, IA, IL, KS, KY, MD, ME, MI, MO, NJ, OH, OK, PA, SC, TN, UT, VA, WI, WV. All investments have the potential for profit or loss and past performance does not guarantee future success