It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever it was that propelled you to consider asking for help, we want you to know that we at HBA Wealth are your advocates. We put you first—always—and strive to guide you toward a strong financial future, tailoring our services to your unique needs.
But don’t just take my word for it. Recently I asked my clients to share their experience working with us. Here’s what they had to say:
In 1996, after my first husband passed away, I needed someone who could help manage the wealth he left behind. My brother-in-law referred me to a colleague of Ricky Biel’s before I began working with Ricky directly. Since then, Ricky has provided a wealth of information and guidance in even the most difficult circumstances.
Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash, when many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easygoing, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends because he’s helped me through thick and thin.
Taking Advantage of Opportunities
Over time, our assets became too complicated for us to handle on our own, which is why we started searching for a trusted advisor to assist us. We reached out to various advisors, and Haydel, Biel & Associates immediately responded. They were attentive to our tax situation, helped us receive our tax documents in a timely manner, and knew how to help us properly manage our assets. What we value the most is HBA Wealth’s access to a variety of investments so if we’re interested, we can quickly jump at the best opportunities. We trust HBA Wealth because they’re personable, easy to work with, and respond to our needs and concerns. Since working with HBA, we’ve even recommended their services to others!
When I first decided to seek out a financial advisor, my biggest concern was planning for retirement. I wasn’t sure what to expect throughout the planning process or how to maximize my retirement income for the long term. Fortunately, I got answers to a lot of my questions when I met with Ricky Biel at HBA Wealth. From our initial meeting to the implementation phase, Ricky provided me with clear expectations of the process. What I appreciate most about Ricky and HBA Wealth overall is they provide excellent customer service every step of the way. Ricky is honest, transparent, and easy to work with, which is why I’ve referred him to others!
Take the Next Step
Like any small business, we thrive on client testimonials. If you’d like to share your experience with HBA Wealth—so more people who need our help can find us—please click the buttons below to leave us a review on Google or Facebook. We’d greatly appreciate it!
I hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if we’re a good fit for your financial needs, call (626) 529-8347 or email Ricky directly at email@example.com. We can’t wait to meet you!
About Haydel, Biel & Associates
Haydel, Biel & Associates is an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at firstname.lastname@example.org.
The commentary on this blog/website reflects the personal opinions, viewpoints and analyses of the Haydel Biel & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Haydel Biel & Associates or performance returns of any Haydel Biel & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Haydel Biel & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.