HB Financial Group, LLC.
Financial Institutions and ServicesInsurance
We are an independent financial firm that works with clients to develop a comprehensive strategic plan that links their unique passions and purpose of life with their financial resources and goals.
Harriett is the founder and principal of HB Financial Group and began her career in the financial services industry in 1990. Her unique abilities to understand client's values, dreams, goals and objectives, as well as the complexities of their individual financial situations, allowed her to build a very successful practice where she helps clients with Financial Planning, Wealth Management, Investments, and Insurance needs.
Harriett is an Investment Adviser Representative of Commonwealth Financial Network, offering advisory services to her clients. She is a fiduciary, has her FINRA Series 6, 7, 63 & 65 securities registrations as well as life, accident, long term care and health insurance licenses.
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why, at HB Financial Group, we make it our priority to get to know you as a person. Before we work with you to implement a financial plan, we take the time to understand your goals, needs, challenges, and attitudes.
The Commitment we make to every one of our relationships is why our clients entrust us to guide their financial lives and recommend us to their families and friends to do the same for them. We invite you to contact us to learn how HB Financial Group can help you make the right moves toward your financial success.
- Financial Planning | Asset Management |
- Retirement Strategies | Estate & Legacy Planning |
- Insurance Planning | Income for Life |
- Qualified Plan Services | Education Planning |
- Income Tax Issues | Charitable Gifting |