About Financial Services

What can our Financial Advisors do for you?
Financial Planning does not just refer to investing; it also encompasses risk management, budgeting, retirement advisory services, tax planning and insurance. Our Financial Advisors are looking to assess your risks, create a financial strategy and make recommendations that best suit your needs. Learn more about what Hummel Group's Wealth Management team has to offer here.

The Hummel Financial Advisor Approach

There is no "ones size fits all" when it comes to financial planning and we like to get to know you and learn more about your family, hobbies, travel plans, investment goals and how these things can affect your future.  The Financial Advisors at Hummel Group use a variety of techniques and products to create a program that fits your needs.  For those looking to go through our propriety risk assessment process, we are able to assess your full financial picture and provide you with a schedule and plan to address concerns and goals that are specific to your life.  We want you to walk away from the meeting with a clear step by step plan moving forward.

Products and Services


  • Stocks
  • Bonds
  • Mutual Funds
  • Donor Advised Funds
  • Annuities
  • REITs

Feel Free to ask about other options.

Business Services

  • 401(k) Review
  • Corporate Retirement Plans
  • Employee Retirement Planning
  • Employee Financial Wellness
  • Business Succession Planning

Individual Services

  • Financial Planning
  • Charitable Legacy Planning
  • Retirement Income Planning
  • Family Legacy Planning
  • Asset Management
  • SmartVestor


  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance