HB Wealth

Name: HB Wealth
Address: 3550 Lenox Road Northeast, Atlanta, GA, 30326, US
Telephone: (404) 264-1400
Price range: $$$
Rating: 4.2

HB Wealth: Patient, professional financial guidance for families in Atlanta

4.2(5 reviews)

financial-advising

$$$

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About

HB Wealth provides finance consulting in Atlanta, located at 3550 Lenox Rd NE #2700. Clients describe the team as patient, responsive, and highly professional, offering clear, valuable guidance over years. Reviews highlight attentive service and detailed attention, though one review raised concerns about investment strategy and account handling.

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Location

3550 Lenox Rd NE #2700, Atlanta, GA 30326, USA

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Information

3550 Lenox Road Northeast

Atlanta, GA, 30326

(404) 264-1400 hbwealth.com/

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Services

Wealth Management

Comprehensive financial planning and investment management tailored to individual and family goals.

Investment Strategy

Customized portfolio design and asset allocation to optimize returns and manage risk.

Financial Consulting

Expert advice on retirement planning, tax strategies, and estate planning for long-term security.

Client Support

Responsive and attentive service with ongoing guidance and regular reviews to address questions and needs.

Family Financial Planning

Holistic approaches to manage wealth across generations and ensure family financial stability.

4.20 · 5 reviews

Overall rating

Ben H

via Google

· 1 year ago

Zach Levy

via Google

· 2 years ago

I recently started working with Homrich Berg and immediately noticed the difference between this firm and others. They’re very attentive to my needs, pay close attention to detail, and are extremely professional. Highly recommend.

Laura Trimble

via Google

· 2 years ago

We have worked with HB for three years and they have made a huge difference for our family. They are so patient and helpful whenever we have any questions. They are very responsive and always provide us with valuable information

Mark McGraw

via Google

· 3 years ago

I have used HB and their team for years. I can't recommend them enough! They are super professional and have given me and my family great advice for many years now.

ghetto investor

via Google

· 3 years ago

The investment strategy they devised was incoherent and they literally "lost" some of the investments accounts they setup for me. My accountant needed to track them down. These guys are frightening.

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