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We’ll call you soon.

Expect a call from our team within the next business day. In the meantime, meet Bobby Hapanowicz, Director of Business Development.

They take a personal interest in their clients. Everyone at Hapanowicz is friendly, near family-like.

Tom Miller

I fully trust in Hapanowicz’s abilities. I am looking forward to working with them in the years to come.

Dan Fix

Their approach is sophisticated, and they’re extremely competent. They took the time to know me as a person and communicate regularly. I have a high degree of trust with them.

Tim Morris

They made it so easy and took care of everything. I don’t have to worry about anything. I trust them.

Jim Palka

Honest, knowledgeable, hard-working, and efficient… Always on top of things and think of things I haven’t. They’re just fabulous, I wouldn’t go anywhere else.

Diane Hurd

We have been going to Hapanowicz for 13 years. We are so happy… They are so knowledgeable and treat you like family.

Bob D.

…client centered and very focused on establishing then maintaining a portfolio for me that reflects my needs across a spectrum of financial instruments… It’s a steady hand at the wheel.


This statement is a testimonial by a Hapanowicz client as of 06/21/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.