Welcome to HB Financial Group’s LinkedIn page. We are an independent financial firm that works with clients to develop a comprehensive strategic plan that links the unique passions and purpose of the clients’ life with their financial resources and goals.
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. We want to provide you with the most complete course of action possible. Because we are an independent financial firm, we have the advantage of offering you access to a wide variety of options. After we implement your financial plan, we will continue to monitor your investments' performance and consult with you regularly to ensure the plan continues to reflect your current circumstances and goals.
Harriett is the founder and principal of HB Financial Group and has over 25 years of experience in the financial industry. Her unique ability to understand her 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, Estate Planning and Insurance needs. Getting to know you and what you truly value is all part of the process. You should feel confident that your advisor has your best interest in mind and takes your entire financial picture into consideration.
Harriett is an Investment Adviser Representative of Commonwealth Financial Network. She has her FINRA Series 6, 7, 63 & 65 securities registrations as well as life, accident, long term care and health insurance. Harriett is also an Accredited Investment Fiduciary®(AIF®) designee. The Accredited Investment Fiduciary®(AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients. A fiduciary’s advice and recommendations must align with your specific objectives, timeframe, and risk tolerance. When managing your assets, a fiduciary must strive for an optimal balance of risk and return. That person must exercise care, skill, diligence, and objectivity in evaluating, recommending, and reviewing investment options.
This communication is strictly intended for individuals residing in the states of MA, CT, NY, FL, GA, SC, IL. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Securities and Advisory Services Offered Through Commonwealth Financial Network, http://www.FINRA.org /
http://www.SIPC.org a Registered Investment Adviser. Fixed insurance products and services offered by HB Financial Group, LLC separate and unrelated to Commonwealth. HB Financial Group, 28 Amity St. 1C, Amherst MA 01002, ph. 413-256-0677.
Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Company Details
- Founded
- -
- Address
- 28 Amity Street, 1c, Amherst,ma 01002,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.hbfinancialgroup.com
- Keywords
- Wealth Management, Financial Planning, Estate Planning, Investment Management, Insurance Planning, Retirement Planning, Education Planning, Charitable Gifting, Income for Life, Qualified Plan Services.
- HQ
- Amherst, MA
Hb Financial Group, Llc Questions
Hb Financial Group, Llc's website is http://www.hbfinancialgroup.com
Hb Financial Group, Llc's LinkedIn profile is https://www.linkedin.com/company/hb-financial-group-llc
Hb Financial Group, Llc's industry is
Financial Services
Hb Financial Group, Llc's top competitors are
Hb Investment Group,
Showip,
Shb Technology, Inc.,
Aelex,
Bfa & Co Legal,
Xentia Lp,
Hb Y Cia Ltda,
Hb Investments,
Onecup,
Big Companies, Llc.
Hb Financial Group, Llc's categories are Financial Services
Hb Financial Group, Llc's founding year is 2005
