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    H & B Financial Group, Inc.

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    Description

    • On a daily basis, I keep track of our clients holdings and maintain brokerage and retirement accounts per our senior planners instruction. As two clients needs are never the same, we keep track of their investment risk tolerance and offer a number of life insurance, retirement, and brokerage account options. I am directly responsible for gathering all needed information to properly fill out the applications for the above mentioned products. Regularly speak with clients to answer any questions they may have. In monitoring the accounts, I go through each particular holding and in finding the balances create an overview of their portfolio. Often research local companies 401k plans and work on proposals that may better fit the prospective clients needs.
    • location

      Headquarters: , , Michigan, United States

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    • H & B Financial Group, Inc. phone

      Phone Number:

    • H & B Financial Group, Inc. website

      Website: https://www.hbfinancialgroup.net

    • H & B Financial Group, Inc. employees

      Employees:3

    • H & B Financial Group, Inc. revenue

      Revenue:$0 - 1M

    • H & B Financial Group, Inc. legal name

      Legal Name:H & B Financial Group, Inc.

    • H & B Financial Group, Inc.'s Social Media

      H & B Financial Group, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Head Of Unit for H & B Financial Group, Inc.

    Rouba Khoury

    Head Of Unit

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    View Employees

    Rouba Khoury

    Head Of Unit

    Frequently Asked Questions regarding H & B Financial Group, Inc.

    • What is H & B Financial Group, Inc.'s official website?

      H & B Financial Group, Inc.'s official website is https://www.hbfinancialgroup.net

    • What is H & B Financial Group, Inc.'s Revenue?

      H & B Financial Group, Inc.'s revenue is $0 - 1M

    • What is H & B Financial Group, Inc.'s NAICS code?

      H & B Financial Group, Inc.'s NAICS code is 523110

    • How many employees are working in H & B Financial Group, Inc.

      H & B Financial Group, Inc. has 3 employees

    • What is H & B Financial Group, Inc.'s Industry?

      H & B Financial Group, Inc. is in the industry of Financial Services

    • Who is H & B Financial Group, Inc.'s Head Of Unit?

      H & B Financial Group, Inc.'s Head Of Unit is Rouba Khoury

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