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 V. Burger
LPL Registered Assistant
704-563-1571
I joined HB Financial back in 1992, my absolute favorite part of my job has been building real, lifelong relationships with our clients. As a Licensed Assistant to Stephanie Bailey, I get to combine that passion with my work to...
Stephanie Bailey
Master Registered Financial Consultant
704-563-1571
With over three decades of experience in the financial industry, I help clients build secure futures through individualized, fiduciary wealth management. My career is deeply rooted in my background as a former teacher, reinforcing my...
Stephen Bailey
Master Registered Financial Consultant
704-563-1571
Client Centered
Whether you are investing to build wealth, seeking to 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.