HB Financial Resources
Why pick this one
HB Financial Resources is an independent financial planning firm based in Charlotte that develops customized strategies tailored to each client's needs.
Best for
- retirement planning
- investment management for small business owners
- wealth management for working professionals
Look elsewhere if
- looking for a firm without personalized attention
- seeking only generalized financial advice
Certifications
- Master Registered Financial Consultant
What makes them different
- Independent financial planning firm
- Team approach with multiple experts
- Customized financial strategies for each client
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 125 Floyd Smith Office Park Dr Ste 270, Charlotte, NC 28262
- Phone
- 7045636844
- Website
- http://www.hbfinancial.com/
- stephanie@hbfinancial.com
Services
- investment management
- wealth management
- retirement planning
- estate planning