About HN Financial Group

With over 40 years of combined experience, Robert Nevarez and Gali Horev deliver quality service and advice. They pride themselves on being able to provide answers to your unique questions about your finances, whether you are trying to diversify your investment portfolio or you are looking for tax planning assistance.

To us, financial planning is fun and exciting! If your current financial planners don’t feel the same, they are probably doing it wrong. At HN Financial, we’re passionate about helping our clients discover the benefits of a well-rounded financial strategy, and we work proactively, making adjustments as needed to take advantage of market fluctuations and tax law changes.

 

Gali Horev

Financial Advisor
With a focus on client education, Gali’s approach to comprehensive financial services is to help individuals take ownership of their financial outlook...

Robert Nevarez PFP

Financial Advisor
Every client’s financial goals and objectives are not just unique, they are driven by a variety of personal factors. Robert recognizes this and...

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Our Services

Financial Planning

When you choose HN Financial Group, you are choosing a team that will work closely with you to understand what is most important to you and your family. We can help manage all aspects of your finances with a custom financial blueprint. As life changes, we are here to refine your blueprint and keep the focus on your vision of retirement.

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Wealth Management & Distribution Planning

We create investment policies that focus on: risk management, time horizon, and cash flow. Timing is everything when you are living off of your retirement nest egg. The distribution phase of life takes on a different set of rules. To make sure your money lasts, we will work with you to put a distribution plan in place.

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Legacy Planning

Your family has worked hard to acquire wealth. We work hard to make sure it stays in your family or goes to the charity of your choice. Maximize your legacy with help from highly skilled estate planning attorneys and accountants.

Our Services