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Sue Finnegan

Client Relationship Manager & Insurance Specialist


sue finnegan

Sue offers clients more than 30 years of financial experience and has been with HFA since 2002.

She handles all types of customer service issues and requests such as distributions, rollovers, asset transfers and establishing all types of accounts. Sue is Insurance licensed and assists HFA with the various insurance needs of clients.

Sue’s goal is to provide the best client service experience possible.  She currently lives in Springfield with her husband and has three children.

If you can dream it, you can do it.
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Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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