Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Pamela Burger

704-563-6844

704-563-1571

pam@hbfinancial.com

Pam brings a warm smile and lively personality to the HB Financial team. Since she joined us in 1992, her dedication to our clients and passion for helping people is apparent in everything she does. With over 20 years of...
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Stephanie Bailey

Master Registered Financial Consultant

704-563-6844

704-563-1571

stephanie@hbfinancial.com

Stephanie  Bailey has been a part of the financial industry for over 17 years after having a teaching career. After a summer job turned full-time with her father's firm. She currently holds Series 7, 66, 24 and 51 licenses...
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Stephen Bailey

Master Registered Financial Consultant

704-563-6844

704-563-1571

steve@hbfinancial.com

H. Stephen "Steve" Bailey, Registered Financial Consultant, honors the same vow he made over 30 years ago, "I will suggest the same strategies and products to my clients that I would select for myself'. Steve started HB Financial...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.