HB Wealth
3550 Lenox Road NE, Suite 2700
Atlanta, GA 30326 Directions
5.0 out of 5
482 verified ratings
482 Ratings, 469 Comments
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.
Jul 17, 2026
Mike Landsberg
Mike Landsberg is doing a great job for me and my wife Gloria. He is knowledgeable about financial matters and has sound judgement in a general sense. Mike can communicate his advice well. He is very responsive in a timely manner with every call.
Norman and Gloria S.
Norman and Gloria S.
May 26, 2026
May 20, 2026
May 5, 2026
I have had a wonderful experience working with Julian and the HB team. I appreciate Julian's insights into my portfolio and potential investment choices. We're able to have open and candid discussions and he always explains things clearly and honestly.
Criss V.
May 5, 2026
I find Jeff very professional. He takes care of business without neglecting his clients personal desires and needs. He is accessible and does not hesitate to reach out and initiate necessary changes/ reviews.
I highly respect Jeff and trust his financial leadership.
Susan F.
May 5, 2026
I appreciate that he reaches out a couple of times each year to give me an update and see what I might need. He and Nick Brink have been proactive to offer help with asset summary, beneficiary designation and RMD distribution which I very much needed.
Nancy C.
May 4, 2026
Very responsive, professional and easy to talk to. Explains things very well so we all understand!
Debbie S.
May 4, 2026
Mike is knowledgeable, very accessible, and empathetic. His demeanor instills confidence that our investments are in the correct, and good, hands. As a partner with HB since 1995 w we have never felt better about our investments.
Florence and Joe P.
May 4, 2026
Jennifer has been our financial planner for over a decade. She has always addressed our financial needs along with carefully managing our investments through some interesting financial markets. Her communication skills are second to none and she gives us the utmost confidence that she has our best interests with every recommendation and decision.
Paul F.
May 4, 2026
As always we consider ourselves very fortunate that Brandon is our HB representative. He is consistently very professional, knowledgeable and responds to our servicing needs on a timely basis. In my opinion Brandon is a perfect representative for HB; I would gladly refer friends and family to the firm and specifically to Brandon.
Bill B.
May 2, 2026
May 2, 2026
We have enjoyed our relationship with Brandon through the years. He has been a pleasure to work with and we truly value his advice, guidance and direction regarding our financial objectives and achieving those goals. We look forward to many more years of working with him!
Mark F.
May 1, 2026
Professional
Prompt returns emails and phone calls
Knowledgeable
Answers all questions which (in my case) puts everything in perspective and clarification.
Erased all apprehensions in the replacement of Eric Toole which is often an apprehension issue for a client.
Donna S. R.
May 1, 2026
Attentive and responsive. Julian manages and juggles all the balls in the air with quiet competence.
Anonymous
May 1, 2026
May 1, 2026
Julian is professional, knowledgeable and always available to help....
Edward J. K. Sr.
May 1, 2026
Julian is the consummate professional. Though we are a small account, he makes us feel as if we are his only account. He always makes time to answer our concerns in a timely and thorough fashion. Julian is remarkable man, who we feel very fortunate to have overseeing our account.
Robert P.
May 1, 2026
Apr 30, 2026
Jennifer is great to work with! She is always available to answer questions and provide recommendations, whether it be by email, phone or when we have virtual meetings. We do not believe we would be in the good financial position we are currently in without Jennifer's direction.
David L.
Apr 30, 2026
Apr 30, 2026
It's great dealing with Brandon
Always professional, responsive, does his best to understand our perspective and needs, very easy to speak with
Would recommend him highly
Rich P.
Apr 30, 2026
Dave is always helpful and answers our questions even though we should have known the answers ourselves.
He explains items clearly.
MARJORIE S.
Apr 30, 2026
Kossandra is very organized and detail oriented. She is always quick to respond when we have a question. She has created an investment portfolio that meets our needs with the right blend of risk and reward. She is very pleasant to work with. Overall, I could not be more pleased.
Tyler H.
Apr 30, 2026
Meeting and working with Jeff has been one of the great joys of my financial life. His networking expertise assures our security in a multitude of areas. Warm and welcoming, he makes himself available to weigh in on any number of questions we might have. If he can’t immediately respond fully to a concern, we can count on Jeff to swiftly get back to us with fully researched analysis. We just hope he won’t get too busy to continue working with us!
Mark D.
Apr 30, 2026
Julian and his team are constant in their professional and personal approach to handling our family finances. We have enjoyed a relationship with him
for multiple years and have a great deal
of confidence and trust in his guidance.
Will W.
Apr 30, 2026
Appreciate Julian's straight forward approach and consistent guidance. Always there when I need him.
Bill R.
Apr 30, 2026
Apr 30, 2026
Ed and I just wanted to take a moment to thank you for the outstanding job you’ve done managing our finances. Your guidance, attention to detail, and thoughtful approach have made a real difference, and we truly appreciate the confidence and peace of mind you’ve provided.
It’s clear you care about your clients and take pride in your work, and that does not go unnoticed. We are grateful to have you as our advisor and look forward to continuing to work together.
Mary Jane
Apr 30, 2026
Jeff Rosengarten is professional and at the same time extremely personable. He has ALWAYS responded to any request from me promptly and to my complete satisfaction. I could not be any happier with my relationship with Jeff and with Homrich Berg.
Richard P.
Apr 30, 2026
Jeff is great to work with!! He is thorough and prompt with replies back to us.
Jan M.
Apr 29, 2026
Apr 29, 2026
Very professional and attentive. Brandon listens to our goals and works to execute a plan that we are comfortable. He is patient and take the time to educate us on our options.
Leo L.
Apr 29, 2026
I really like the fact that you are always ready to help when I need it. Always timely responsive, even when on vacation. Most of all, you are very knowledgeable and can answer questions quickly and correctly. I am so glad to be one of you proud clients.
Thanks For All You Do
Ted and Charlotte
Apr 29, 2026
David has been a great listener… His execution has been flawless to date. He and his team are responsive… i am very pleased with H-B & David and they have earned our trust.
Anonymous
Apr 29, 2026
So pleased and happy to have Kossandra on our team! She is so professional, knowledgeable and always available for your questions and help you might need.
On top of her professionalism, she is so kind with such a positive attitude.
We are fortunate.
Patricia B.
Apr 29, 2026
I've enjoyed working with David and his team for years now. David keeps me well informed on the status of my portfolio and responds timely to my questions and requests. He is a great resource when trying to determine the best investment strategies to pursue in this challenging economic environment.
James K.
Apr 29, 2026
Julian stays in close touch with us on all aspects of our financial investments. Always provides prompt, informative and objective feedback on all investment inquiries. Definitely an asset to the HB Wealth organization.
Fred G.
Apr 29, 2026
always great follow up, objective and calm approach to problem solving, comprehensive, really cares about you.
Elizabeth
Apr 29, 2026
Apr 29, 2026
She is terrific. Always willing to help out Enthusiastic helpful well informed. A joy to work with. A
Perry B.
Apr 29, 2026
Brandon has done an outstanding job for me. He is always available to answer questions or bounce ideas off of. He was of tremendous help to me when I was making arrangements for the Executor of my estate. He is knowledgeable and super responsive. I could not imagine a better partner to help me realize my financial and life goals.
Lynne K.
Apr 29, 2026
Brandon is the consummate professional with meaningful and appropriate guidance for my wife and me.
Lyons H.
Apr 29, 2026
Apr 29, 2026
Julian and team have become an important part of our family's financial success. Their calm and strategic approach to our planning gives us great confidence as we move through the stages of our lives.
Dave M.
Apr 29, 2026
Apr 29, 2026
Kossandra is amazing, very detail oriented. she takes the time to go over all options and make sure I have a good understanding of what decision or next steps I need to make. I highly recommend her.
Lisa L.
Apr 29, 2026
Brandon is a very likable , but more importantly an honest Professional . I have trusted Brandon with my investment portfolio for 14 years and never questioned his integrity! Harbor a wealth is fortunate to have Brandon in their Company!
Anonymous
Apr 29, 2026
If Dave were rating me, it would be much worse!
I've had a very ill adult child who has been in and out of the hospital every month or so and I've not been very attentive
to what I need to provide Dave.
Margery S.
Apr 29, 2026
Apr 29, 2026