The Haney Company

An uncompromising commitment to you.
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MISSION STATEMENT

We all strive to live life on purpose and on mission. Whether an Association driven by mission, a business hoping to be sold one day, or a family eager to send kids off to college and retire to the beach together, our finances should be a means to that end, never a stumbling block. With so much information out there, much of it conflicting, it can be hard to navigate a way forward with confidence. We want to cut through the noise and help you interpret that information so you can apply it properly to your situation. Good financial advice can be the key to achieving your mission and life goals. We empower people to live enriched lives and not be held captive by financial stress. I guess you could say we are in the human transformation business.

 

As an independent, multi-lines agency, we specialize in insurance & retirement programs for Associations and their executives, business owners and high net worth individuals, we tailor our solutions to meet your needs—whether it includes life insurance or property & casualty, financial and wealth management or retirement planning

 
OUR SERVICES
OUR TEAM

Our name is on the door…and behind our work

We guarantee you will work with one of our principals throughout the process.  And, because our names are on the door — you can be confident you’ll receive a degree of service and thoughtful insight that is simply second-to-none. Each member of our team is a dedicated professional who cares about your goals and strives to exceed your expectations.

Experience the Haney Company difference.  Find out what we can do for your organization and you today.

 
 
HANEY COMPANY NEWS
 
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

Brian Haney and Christopher Mills are Registered Representatives of Coastal Equities, Inc. Brian Haney and Christopher Mills are Investment Advisory Representatives of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Check the background of this investment professional on FINRA’s BrokerCheck

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