Question 1

What is the company's focus?

Accepted Answer

The company's focus is to understand their clients' goals and develop a plan to help them reach those goals. They strive to be their clients' trusted advisor.

Question 2

What is the company's planning process?

Accepted Answer

The company believes that a strong planning process is the best way to create a financially personalized plan that suits the client's needs now and plans for the future in a tax-efficient manner.

Question 3

What investment products and services does the company offer?

Accepted Answer

The company offers a variety of investment products and services, including retirement planning, investment planning, asset allocation, investment tax management, and professionally managed portfolios.

Question 4

Who are the members of the company's Acadiana team?

Accepted Answer

The Acadiana team consists of Brad Sonnier (Senior Portfolio Manager and VP/LPL Financial Advisor), Alyssa Thibodeaux (AVP/Operations Manager), and Emily Poupart (Registered Client Services Specialist).

Question 5

Who are the members of the company's Northshore team?

Accepted Answer

The Northshore team consists of Ben Laville (VP/LPL Financial Advisor) and Kristie Vead (Sales Assistant).

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HB Financial Wealth Management

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Frequently Asked Questions about HB Financial Wealth Management

What is the company's focus?

What is the company's planning process?

What investment products and services does the company offer?

Who are the members of the company's Acadiana team?

Who are the members of the company's Northshore team?

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