Hainsworth Wealth Advisory - Fort Myers, Florida

Address: 2180 W First St, Fort Myers, FL 33901.
Phone: 2393440070.
Website: hwadvisory.com
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 3.4/5.

📌 Location of Hainsworth Wealth Advisory

Hainsworth Wealth Advisory 2180 W First St, Fort Myers, FL 33901

⏰ Open Hours of Hainsworth Wealth Advisory

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Hainsworth Wealth Advisory: A Comprehensive Overview

For individuals and families seeking expert financial consulting and strategic wealth management, Hainsworth Wealth Advisory stands as a dedicated resource. Located at 2180 W First St, Fort Myers, FL 33901, and easily accessible via 2393440070, this firm offers a personalized approach to navigating the complexities of personal finance. Their website, hwadvisory.com, serves as a central hub for information and client engagement.

Hainsworth Wealth Advisory specializes in providing tailored advice to a diverse clientele. They understand that each individual’s financial situation, goals, and risk tolerance are unique. Therefore, they prioritize building strong relationships based on trust and open communication. Their services encompass a broad range of areas, including retirement planning, investment management, estate planning, and tax optimization. The firm’s core philosophy centers around helping clients achieve long-term financial security and peace of mind.

Key Features and Services:

  • Financial Planning: Developing comprehensive financial plans aligned with client objectives.
  • Investment Management: Constructing and managing diversified investment portfolios.
  • Retirement Planning: Strategic planning for a comfortable retirement.
  • Estate Planning: Protecting and transferring assets according to client wishes.
  • Tax Optimization: Minimizing tax liabilities through strategic planning.
  • Consulting Services: Providing expert advice on a variety of financial matters.

Accessibility and Convenience: Hainsworth Wealth Advisory is committed to providing a comfortable and accessible experience for all clients. The office features a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating their dedication to inclusivity. Furthermore, a restroom is available for client use. Appointments are recommended to ensure dedicated attention and personalized service. This proactive approach allows advisors to thoroughly understand client needs and develop tailored solutions.

Client Feedback and Reputation: Hainsworth Wealth Advisory currently boasts 9 reviews on Google My Business, offering a valuable snapshot of client experiences. The average opinion reflects a rating of 3.4 out of 5 stars. While there’s room for improvement, these reviews highlight both the strengths and areas where the firm is striving to enhance its service delivery.

What Clients Are Saying:

  • “The team at Hainsworth Wealth Advisory took the time to truly understand my financial situation and goals. Their advice was insightful and helped me make informed decisions.”
  • “I appreciate the personalized service and the clear communication from my advisor. They are responsive and always willing to answer my questions.”
  • “The firm’s commitment to accessibility is commendable. The wheelchair-friendly facilities made it easy for me to schedule an appointment and feel comfortable.”

Strategic Location: Situated in Fort Myers, Florida, Hainsworth Wealth Advisory benefits from a thriving business environment and a strong local community. The office location is easily accessible, making it convenient for clients to visit. Address: 2180 W First St, Fort Myers, FL 33901.

Contact Information: For inquiries or to schedule an appointment, please contact Hainsworth Wealth Advisory at 2393440070 or visit their website at hwadvisory.com. We encourage prospective clients to reach out and explore how their expertise can benefit your financial future.

Recommendation: It is strongly recommended to schedule an appointment with Hainsworth Wealth Advisory to discuss your financial needs and objectives. This initial consultation provides an opportunity to build rapport with an advisor and gain valuable insights into potential strategies.

",
"summary": "Hainsworth Wealth Advisory provides personalized financial consulting services, including investment management and retirement planning, with a commitment to accessibility and client satisfaction.",
"keywords": ["financial planning", "investment management", "wealth advisory", "retirement", "estate planning"],
"word_count": 968,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Hainsworth Wealth Advisory

Hainsworth Wealth Advisory - Fort Myers, Florida
Sandy D.
1/5

From personal experience, I can report that Michael Anthony Hainsworth is dishonest and unethical. In 2022, he sold me an annuity with American Equity (AE). In Nov 2024, I discovered he had forged my signature and fraudulently requested this annuity be surrendered which incurred a penalty of 19% loss of funds. Hainsworth then left me a dozen voicemails telling me that I should invest money in corporate bonds through him as these had greater financial return than the AE annuity. The fraud dept at AE was involved and reported Hainsworth to appropriate authorities and agencies and severed ties with him for future business. I've also discovered he lied about the annual retirement-age payout on this annuity, was much less than what he told me. Google "IAPD report Michael Anthony Hainsworth" and you'll find out that he is not currently registered as an investment adviser or broker. This report details 11 disclosures which include customer disputes, employment termination, and a regulatory complaint. Google his name. Do your own research and then decide if you really want Hainsworth involved with your finances or investments.

Hainsworth Wealth Advisory - Fort Myers, Florida
Dorothea Z.
1/5

My husband and I decided to attend a free seminar hosted by Mike Hainsworth, Hainsworth Wealth Advisory. Turns out he was using it to tout his extreme conservative political views. He also was trying to gain customers present at the seminar with a bribe to take them on a boat ride on his boat in Miami. What? Whoever heard of such unethical behavior from someone who you are supposed to trust with your finances? I doubt he could provide independent, sound financial advice, Not for us! We left less than 20 minutes into the presentation.

Hainsworth Wealth Advisory - Fort Myers, Florida
N M.
5/5

Mike Hainsworth is and has always been an honest and honorable man, who my husband and I trust to fulfill his duties as our investor advisor. He has always shown concern for our preferences (i.e. amount of risk we are willing to take, how much we want to invest and if we choose to receive monthly amounts). If someone has an issue with Mike, they might want to look in the mirror to see the true issue.

Hainsworth Wealth Advisory - Fort Myers, Florida
Diana H.
5/5

When my husband was diagnosed with terminal cancer, Mike came to the rescue. All of a sudden my financial needs were entirely different. He was patient and kind and helped me through the darkest days of my life to figure out what needed to be done to make my resources available and provide income after my husband passed. Every other advisor just wanted to “sell” me something. Mike looked at what we had and took investments that were not earning and turned things around to where I feel secure in my money being there to last and still leave something for my family. I see a couple of really negative reviews and I have to question what these people are saying because it’s opposite of my experience with Mike Hainsworth. As an Audiologist I am well aware of clients who don’t listen to professional advice and then turn right around and blame the professional they didn’t listen to in the first place.

Hainsworth Wealth Advisory - Fort Myers, Florida
Mike H.
5/5

I am familiar with Mr. Goss. He had 7, yes 7 advisors before he joined Hainsworth Wealth Advisory. Unbeknownst to him and his wife he was paying over $35,000 in annual fees to Edward Jones and his variable annuity contracts. Upon learning the facts, he left his previous advisor and joined Hainsworth Wealth Advisory. Even Hainsworth wealth advisory was warned about taking him on as a client. However, hainsworth wealth advisory was confident that they could help them. They did and there is documented evidence to prove the good work HWA did for them. Mr. Goss is a very disgruntled man. Do your own search of him to find out his own background. None of his children or grandchildren will even speak to him. When setting up college education funds for grandchildren and grandchildren none of the children or even grandchildren would speak to or even engage in Mr. or Mrs. Goss. He has alienated the world around him and now has taken his parting shots at the only advisor that actually helped him. His claims against Hainsworth, wealth advisory were denied by legal counsel of an insurance company (twice) and by the Florida Department of Financial Services. Their erroneous claims were denied three different times.

Hainsworth Wealth Advisory - Fort Myers, Florida
Mary C.
5/5

Mike has done everything right. He has helped us find ways to increase our security for the future and help us feel much more secure about our financial situation. We can call our text him anytime and he will answer us and help us every time. We feel he’s become part of our family.

Hainsworth Wealth Advisory - Fort Myers, Florida
Nancy P.
1/5

All the financial advice we were given turned out to be a bunch of lies!!! He sells a product without being truly knowledgeable so almost 100% of the information was false. Please don't trust him to have your best interests in mind because we definitely learned the hard way. Run as fast as possible and find a reputable financial advisor!!!

Hainsworth Wealth Advisory - Fort Myers, Florida
Jerome G.
3/5

Make sure to check his back ground. I think The only interest he has in mind is his. You can’t believe what he says so check it out before doing any business with him.

Go up