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Michael Hanzlik, Financial Advisor

FINANCIAL ADVISOR
Michael J Hanzlik

CFP®
325 Mcgill Ave NW Suite 100, Concord, NC 28027opens in a new window
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Divorce Finances
  • LGBTQ+ Finances
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

About Michael

I am a financial advisor with more than 15 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they can have confidence in their future.

I started as an Edward Jones client while I was in the Navy. Once I was ready to enter a new career when my service was over, I decided to start a new financial services business from scratch at Edward Jones. I saw their values as well as their process to help clients and wanted to share...

Work History

  • Edward JonesMay 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • US Naval AcademyBachelors

Personal Interests

  • Traveling
  • Outdoor Enthusiast
  • Hiking
  • Pets
  • Coaching Sports

Team Members

  • Christie Yoder
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(980) 781-1001

Fax

(800) 209-4319

Office Address

325 Mcgill Ave NW Suite 100
Concord, NC 28027opens in a new window

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