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Why Hess Segal?

We know you have choices when it comes to trusting your financial future to someone else. At Hess Segal Group, we like to think we've set ourselves apart from the competition, and taken financial planning and investment management* to a higher standard of excellence.

What Sets Us Apart

  • A team of Certified Financial Planners with over three decades of experience - the standard of excellence for personal financial planning
  • Daily monitoring of your portfolio through our proprietary 4-step Financial Freedom strategy
  • Fee-based services for fully objective advice
  • Face-to-face meetings (in our office or at your home)
  • Status and performance updates every 90 days