Broker Check

(805) 644-0697
Building better lives through exceptional tax and wealth planning

Carey & Hanna Moving

| September 02, 2015
Share |

NEWS RELEASE

FOR IMMEDIATE RELEASE

Carey & Hanna Wealth Management Firm Moving to Oxnard

Carey & Hanna | Tax and Wealth Planners, established in Ventura in 1985, is expanding and relocating to a larger office in Oxnard on Oct. 1.

The firm is moving into the National University (formerly Nordman Cormany Hair & Compton) building near The Collection at 1000 Town Center Drive, Suite 200. Carey & Hanna will hold a grand opening at the new office for clients and the general public on Oct. 22, from 4 to 7 p.m., along with a ribbon-cutting ceremony.

Davin Carey, lead financial advisor for Carey & Hanna, said the move was necessitated by the company’s rapid growth. Carey & Hanna has purchased four tax firms in the past two years and is adding to its staff of 12 employees. The firm has been located at 1445 Donlon Road, Suite 6, in Ventura since 1987.

The firm’s practice areas are: Wealth Management, Cash Flow & Debt Management, Family Risk Management, Retirement Planning, Education Planning, Legacy Planning, Business Planning, Education Planning and Tax Planning.

In 2015, Davin Carey was recognized for the third consecutive year by HD Vest at its Premier Advisors’ Forum as one of HD Vest’s 75 most successful advisors nationwide based on rolling gross. Based in Dallas, HD Vest is a leading independent broker-dealer focused on wealth management solutions.

Carey & Hanna also has been recognized as a Readers’ Choice Award recipient for five consecutive years by readers of the Ventura County Star (2011-2015).

To learn more about Carey & Hanna Tax and Wealth Planners call 805-644-0697 or visit www.taxwealthplan.com.

Davin Carey, Registered Representative
Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000
Carey & Hanna is not a registered broker/dealer or independent investment advisor firm.

 

Share |