The prudent management of wealth and the level of service it deserves

Whether you’re an established business owner who has built a successful company and a high net worth after decades of hard work, or a young executive building your career with the drive and dedication it takes to succeed, there is a multigenerational wealth management team that offers financial guidance tailored to who you are and where you are in life.

At Hunziker & Associates, you will find the blended perspective of two generations of Certified Financial Planner™ professionals who are fiduciaries committed to acting in your best interest. We have guided our clients through all types of market conditions over the past 30 years and will be here to guide you through every eventuality to come.

We can offer insightful financial strategies for each goal in your life and every generation of your family.
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We can help you create an exit strategy for your business and a retirement income strategy to fund your post-working years.
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We help women confidently take control of their financial future and become more knowledgeable about investing.
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We take care of everything for our clients while delivering a high level of attentive service.

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

We are solely dedicated to serving the best interests of our clients, and not driven by sales.

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

We personally manage our clients’ portfolios in a manner consistent with their needs, risk tolerance and timeline.

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Our multigenerational team

gene hunziker

Eugene C. Hunziker,

CFP®, CPFA Branch Manager Registered Principal, RJFS
ann hunziker

Ann Marie Hunziker,

CFP® Co-Branch Manager Financial Advisor
beverly hunziker

Beverly

Hunziker Registered Representative
melanie novak

Melanie

Novak Client Service Associate
“Because we are independent, we are not tied to particular investment products or strategies. As fiduciaries, we act in your best interest – which is reflected in our recommendations.”
EUGENE HUNZIKER, CFP®, CPFA, BRANCH MANAGER, REGISTERED PRINCIPAL

ALWAYS HERE TO GUIDE YOU

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hunziker & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.

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