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
704-563-1571
Stephanie Bailey
Master Registered Financial Consultant
704-563-1571
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 along with...
Stephen Bailey
Master Registered Financial Consultant
704-563-1571
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...
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.