Hancock Dana will listen to your plans and vision, and walk you through the path toward successful estate and family wealth planning. We help coordinate your personal affairs, take care of back-office responsibilities, handle day-to-day activities, and outline the steps to meet the long-term goals of maintaining your family wealth.
"Giving clients greater peace of mind is what we do - regardless of whether they're in the middle of exit planning or needing guidance on how to properly report a transaction for tax purposes.”
Daniel J. Torczon, Director, Hancock Dana
Exit & Succession Planning
Our advisors look beyond numbers to help you plan for the future of your business.
We listen to your goals and take all information into consideration as we help you create and implement the right plan for the long-term future of the business you’ve worked so hard to build.
Financial Services & Banking
Hancock Dana gives financial services and banking clients immediate access to professionals who know their industry and can help them through any challenge or opportunity.
Hancock Dana guides clients to expect more from their accounting partner by listening, offering specialized expertise and access to new ideas and proven solutions.