HB Financial Group, LLC.
InsuranceFinancial Institutions and Services
We are an independent financial firm that helps clients establish and maintain their long-term financial goals.
Harriett is the founder and principal of HB Financial Group, she 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 has her FINRA's Series 6, 7, 63 & 65 securities registrations as well as life, accident, long term care and health insurance.
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 program, 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 |