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H&S Securities, Llc

H&S Securities, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
H&S Financial Advisors LLC grew out of Hood & Strong LLP, a public accounting firm that began serving the Bay Area in 1917. With offices situated in Menlo Park, in the heart of Silicon Valley, and in San Francisco’s financial district, they’ve intentionally remained a mid-sized firm so that they can give their clients both ongoing personal attention and access to a strong network of national and international resources.
As a client of H&S Financial Advisors LLC, you’ll receive comprehensive advice that considers your entire financial environment. When it comes to developing strategies or managing wealth, they provide a larger perspective based on a strong working relationship with your accounting professionals and, in the case of not-for-profits, with your board. This inclusive approach not only distinguishes their firm from others, but it’s also at the heart of their firm’s philosophy. They believe in integration, independence, and focus, and they adhere to a thorough, disciplined investment process.
Their step-by-step financial planning services are designed to help you achieve your financial goals, as well as greater long-term financial security. These services include analysis of family budgets and net worth, clarification and prioritization of goals and objectivism, education planning, cash flow analysis and planning, retirement planning, development of a formal financial plan, and plan implementation and product suitability.

Their client-centered approach ensures that your needs are their priority, and their structured process results in clearly defined goals and carefully crafted investment solutions aimed at helping you achieve those objectives.

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