• Hennessy and Associates

Overview

Hennessy and Associates has a rating of 4.5 stars from 24 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Hennessy and Associates most frequently mention investment account. Hennessy and Associates ranks 18th among Investing Other sites.

  • Service
    14
  • Value
    14
  • Quality
    8

This company does not typically respond to reviews

Positive reviews (last 12 months): 0%
Positive
0
Neutral
0
Negative
1
How would you rate Hennessy and Associates?
Top Positive Review

“Awesome Customer Service”

Jennifer P.
7/1/22

They helped me when my mortgage loan was switched to another lender, and previous lender did not give insurance information. They contacted me regarding my bill being due and I explained the situation. They had it taken care of in a few hours, with the new lender overnighting payment so I wouldn't have to come up with it in full on short notice. Awesome costumer service.

Top Critical Review

“Fraudulent Company - Avoid”

Rob P.
6/13/23

Seem keen to get your money but when it comes to wanting to sell what you have invested in they don't reply to you. Sent 4 emails over 2 weeks and still not had acknowledgement The SFB in Taiwan confirmed they are neither licensed to operate or indeed incorporated in Taiwan. Would avoid at all costs - Total scam

Reviews (24)

Rating

Timeframe

Other

Thumbnail of user jenniferp2289
1 review
0 helpful votes
July 1st, 2022

They helped me when my mortgage loan was switched to another lender, and previous lender did not give insurance information. They contacted me regarding my bill being due and I explained the situation. They had it taken care of in a few hours, with the new lender overnighting payment so I wouldn't have to come up with it in full on short notice. Awesome costumer service.

Thumbnail of user brianc2665
1 review
0 helpful votes
January 19th, 2022

Great company if you live in Asia and need someone to deal with all your financial concerns, knowledgeable about stock market and ipos, they also set up my personal pension - easy to communicate with, very friendly

Tip for consumers:
Great company if you live in Asia, they're based in Taiwan

Products used:
pension, investment portfolio

Service
Value
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Thank you for your review.

Thumbnail of user marteno
1 review
0 helpful votes
October 5th, 2022

Experts in the investment field, they have been looking after my portfolio for 3 years since I first moved to Asia, and have always steered me in the right direction, also very knowledgeable about upcoming IPOs, I would definitely recommend

Tip for consumers:
Great company if you live in Asia

Products used:
Opened an investment trading account and have invested in two different funds and one IPO.

Service
Value
Thumbnail of user harryj157
1 review
0 helpful votes
August 3rd, 2021

I have been living abroad for a number of years and I was looking for a company to arrange all my financial affairs and my friend recommended Hennessy - I'm glad he did and I can highly recommend them, easy to talk to, very patient and very attentive, they arranged my pension, which is complicated due to living abroad and also brokered my insurance, and they have also made some investments on my behalf which so far are profitable. More than anything they are great to deal with and understand customer importance

Tip for consumers:
great for expats

Products used:
pension, life insurance, investment portfolio

Service
Value
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Hello and thank you for your positive review, We will continue to treat client care with the utmost importance and we look forward to a long and successful relationship with you.

Thumbnail of user christopherz168
1 review
0 helpful votes
June 29th, 2022

Hennessy and Associates handled my request for the addition of a mortgagee clause to a policy with speed and efficiency. Their prompt service is very much appreciated.

Thumbnail of user erics2587
0 reviews
0 helpful votes
June 29th, 2022

I love how attentive they are to each of their clients' needs and capabilities. Having them as my financial advisor for the past three years have definitely been a significant help for my financial needs and management. Will recommend them to anyone in a heartbeat.

Thumbnail of user edwardh984
1 review
0 helpful votes
October 20th, 2022

I have dealt with 2 different brokers with hennessy and they have both shown excellent judgement and have taken the time out to get to know me and find out exactly what my risk biundaries are before advising on how to invest my funds. Very reliable in terms of what they have offered with different funds, I can highly recommend

Tip for consumers:
great if you live in Asia as an expat

Products used:
Trading Account

Service
Value
Quality
Thumbnail of user victorv255
1 review
0 helpful votes
December 8th, 2021

My colleague recommended this company and I am happy to endorse them. I set up an investment account a few months ago and it is being handled well and my broker seems to always know what to do with regards to the markets. Very reliable.

Products used:
Investment trading account

Service
Value
Quality
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Thank you for the positive review, we look forward to a long relationship with you.

Thumbnail of user beatricec109
0 reviews
0 helpful votes
June 27th, 2022

It's been a pleasure working with Hennessy and Associates on all of my insurance needs. They made the entire experience stress-free. Once again, many thanks!

Thumbnail of user robp546
1 review
6 helpful votes
June 13th, 2023

Seem keen to get your money but when it comes to wanting to sell what you have invested in they don't reply to you. Sent 4 emails over 2 weeks and still not had acknowledgement

The SFB in Taiwan confirmed they are neither licensed to operate or indeed incorporated in Taiwan.

Would avoid at all costs - Total scam

Service
Value
Quality
Thumbnail of user erlingp2
1 review
0 helpful votes
September 6th, 2021

I have recently switched my investment account to Hennessy and they seem very solid with their knowledge of the markets. However communication can be a problem since they are not in my country and sometimes do not get back to you straightaway. This must be improved.

Tip for consumers:
Client communication is not always acceptable standard

Products used:
Investment Trading Account

Service
Value
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Hello and thank you for your review. And your constructive criticism. We are sorry if sometimes communication appears to be a problem and we will work hard to remedy this.

Thumbnail of user richardb4169
1 review
0 helpful votes
June 22nd, 2022

After a phone call from Hennessy and Associates we decided to get a comparison of our insurance for our Golf Business, which we had not done in 4 years. It was a simple process and we were amazed to save around 50% on our renewal.

Thumbnail of user martinag34
1 review
0 helpful votes
November 22nd, 2021

Hennessy and Associates was recommended to me when I moved to Asia and i have found them to be very professional, easy to communicate with, very knowledgeable about the stock markets and have given me sound advice. I'm satisfied with the service i have received so far.

Products used:
investment portfolio, health insurance, pension

Service
Value
Quality
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Thank you for the positive review, we look forward to a long relationship with you.

Thumbnail of user jamesw4621
0 reviews
0 helpful votes
June 23rd, 2022

Very professional. Provided a very carefully thought and well-structured financial plan for me and my husband. Overall, we are definitely gonna be a regular client of theirs.

Thumbnail of user simonr189
1 review
0 helpful votes
January 25th, 2022

I have been with Hennessy for 2 years and I am happy to recommend them to anyone who is looking for a good company to help them with their financial affairs, and great if you live in Asia

Products used:
trading account, corporate insurance

Service
Value
Quality
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Thank you for your endorsement. We hope to continue a successful and long-term relationship with you.

Thumbnail of user edwarda452
1 review
0 helpful votes
April 14th, 2022

They set up my pension and my family insurance - they made it all very easy for me and explained everything in simple terms.

Service
Value
Quality
Thumbnail of user brandond775
1 review
0 helpful votes
May 23rd, 2022

They listened to what I wanted, gave me options, and didn't push me to take on more than I needed. I understood the options and you were willing to accept my decisions.

Thumbnail of user brynnr8
1 review
0 helpful votes
May 9th, 2022

I appreciate how they constantly take the effort to explain things in simple and straightforward words.

Thumbnail of user malcomng
1 review
0 helpful votes
December 10th, 2021

I have been with Hennessy for over a year, my broker is knowledgeable and has managed my portfolio well, but I do feel that because i am not a high net worth client i do not get the same level of attention that I deserve

Tip for consumers:
demand better client communication

Products used:
investment portfolio

Service
Value
Quality
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Hello and thank you for the review of our company. I would like to apologise if you feel that you do not get the appropriate attention but i would like to assure you that all our consultants give the same consideration to all of our clients, regardless of their investment capabilities. We look forward to a long and successful relationship with you.

Thumbnail of user gabrieln121
1 review
0 helpful votes
May 2nd, 2022

Thank you so much for your excellent service, patience and consideration of my insurance needs. I hope we can do more business in the future.

Thumbnail of user charlesd1287
1 review
0 helpful votes
August 24th, 2021

I have recently transferred my investment trading account with Hennessy due to my previous brokers being far too pushy and not making the right decisions. These guys seem to know the markets far better and are easy to communicate with. Very happy so far.

Tip for consumers:
Good communication, good customer service, but based in Taiwan so maybe too far for some to go and visit

Products used:
Investment Trading Account

Service
Value
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Hello and thank you for your positive review, we look forward to a long and successful relationship with you.

Thumbnail of user kevink1641
1 review
0 helpful votes
August 3rd, 2021

I have not been with the company for that long but I recently opened up an investment account with them, and they have been very open and helpful all the way through, they have taken the time to explain everything to me, and I am also in the process of arranging my personal insurance through one of their brokers. So far very satisfied

Tip for consumers:
Good company for novice investors

Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Hello and thank you for your positive review. We take great pride that we always take the time to explain everything to our clients and make sure that we give them all the help they need in every aspect of their wealth management. We look forward to a long and successful relationship with you.

Thumbnail of user edwardg775
1 review
0 helpful votes
October 26th, 2022

I was asked by my broker to leave a review here and I am happy to do so. He's been looking after my investment account for the last 2 years and has made the right investments and given me good advice. Happy to endorse.

Products used:
Investments

Service
Value
Quality
Thumbnail of user ismaila36
1 review
0 helpful votes
October 11th, 2021

I moved to Taiwan a few years ago and I recently opened an investment portfolio with Hennessy and Associates. My broker is easy to talk to, he takes the time to explain everything to me and allows me to make my own choices by investing only what i am comfortable with. Very satisfied so far

Products used:
Investment portfolio

Service
Value
Thumbnail of user martynl8
martyn l. – Hennessy and Associates Rep

Thank you for you kind review, we look forward to a long and rewarding relationship with you

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Thumbnail of user martynl8
martyn l.
Typically does not respond to reviews

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