Bill Cleveland

The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our website.

Sep 7, 2025

Bill has served as our financial manager/advisor for nine years and we have been very pleased with his expertise and professionalism. Our portfolio has demonstrated consistent positive growth over our tenure with Bill. He is very knowledageable about what works best for our family and I greatly appreciate his quiet confidence. In addition, he hires very compentent staff, including Zach Parsons and his other team members.

Alisa M.

Jul 31, 2025

Bill Cleveland is amazing!! He goes above and beyond to help his clients. His advice helped my Dad to significantly increase his life savings. He and Zach helped my sister and I when my father was scammed out of thousands. When our elderly mom was confused about things he quietly and patiently talked her through and helped her understand. When my parents passed away they helped us deal with all the financial challenges. Bill is exceptional!!

Valerie H.

Jul 28, 2025

Bill Cleveland is the absolute best! We trust him completely in managing our finances. He is honest, sincere, and concerned for his clients above all else. We are so very fortunate to have him as a financial advisor!

Sharon W.

Jul 25, 2025

Bill had been very helpful through the years taking care of my money and valuable advice!I really appreciate all he has done for me.

Nancy M.

Jul 25, 2025

Bill has been our financial advisor since 2007. We do not make any financial moves without first talking with Bill. He has been remarkable to work with. He is always available to help us with whatever financial advice we need. We have worked with him extensively over the years. He always has our best interest in mind. I am confident that we would not be as financially successful as we are if it were not for Bill. He is like family to us.

Wayne W.

Jul 23, 2025

Bill Cleveland Junior is on the greatest young professionals I’ve ever met He’s incredibly knowledgeable come on with empathy vision and ability to win the trust not only from performance but by interaction

David k.

Jul 23, 2025

Bill is exceptional in all ways!

Amanda M.

Jul 23, 2025

A great financial planner/manager who delivers on personal financial plan milestone objectives. Excellent communicator who is understandable by the novice investor. Provides timely feedback, follow-up and is open minded, willing to entertain alternative ideas. Serves as a valued resource for institutional knowledge. Highly recommended for your consideration.

Thomas K.

Jul 22, 2025

We have been very happy with Bill and his company associates. The addition of Zack to the team has been a plus as well. Bill (and all his representatives) are smart, thoughtful, communicative, and willing to listen to our concerns and ideas, even the unconventional ones I sometimes bring to the table. We plan to enjoy our retirement and final decades with him as our go-to guy.

Angie C.

Jul 22, 2025

We love Bill!! Cannot imagine working with anyone else.

Jeb B.

Jul 22, 2025

Fantastic Insight and Solid Advisor

Matt L.

Jul 22, 2025

Been working with Bill for many years. He has excellent investment skills, as well as client service skills. On top of all this Bill has accounting skills as well. I feel relaxed knowing Bill is managing my retirement funds.

Howard A.

Jul 22, 2025

Bill always returns my calls or emails. When speaking with him, he is very patient and informative. I've known him for a long time and am very happy having him for my financial advisor!

Kristine B.

Jul 22, 2025

We have clients of Bill and his team sense 2016 and have always been impressed with his quick, caring, response and his willingness to answer any questions we have. We are very happy with his services he provides us.

Ron B.

Jul 22, 2025

Bill has always been frank and flexible in our dealings. I have appreciated his guidance and I am well-satisfied with the results.

Daryl M.

Jul 22, 2025

I have worked with Bill for around 20 years and have found his advice and guidance in my investment and financial matters invaluable. I would not be comfortably retired, as I am now, without his assistance. His ability to explain various aspects of investments in layman’s terms is extremely helpful and I’ve never felt pressured to make a move that I wasn’t comfortable with . Bill is also one of the most even keeled people I’ve ever known which I have found most reassuring in times of market instability. I can’t speak highly enough of his ability and character.

George H.