Founded in 2010, HB Financial started with one employee and limited resources. By 2016, the program expanded to include an additional office in the greater New Orleans area. HB Financial now includes three Financial Advisors, an Operations Manager, and two Administrative Assistants. The firm is equipped with a robust team of diversely talented individuals, and utilizes a Team Approach to Wealth Management, which allows us to better serve our clients. HB Financial provides financial strategies for our clients in order to help prepare them for their financial future.
Understanding what matters most to you is the key to developing a comprehensive investment strategy. At HB Financial, our team is committed to providing knowledgeable guidance in all aspects of Wealth Management. Planning for your financial future is one of the most important things you will ever do, and having access to resources and advice from a trusted partner is vital.
At HB Financial, we take pride in providing our clients with superior service. Our diverse team will work with you to develop and implement a plan that will help you to pursue your financial goals.