HB Wealth
Financial Services, Wealth Management
Augusta, GA
3740 Executive Center Drive
Augusta, GA 30907 Directions
5.0 out of 5
35 verified ratings
35 Ratings, 33 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.
Sep 8, 2026
Bill Cleveland & Zach Pearson
I can’t imagine a better team to manage my investments and financial future than Bill and Zach. They are available for my questions or concerns at any time and always take time to explain things in terms that I can understand. I feel that they have my best interest at heart and I trust them implicitly.
George H.
Sep 6, 2026
Bill Cleveland & Nick Brink
We have been doing business with Bill Cleveland for many years. He has been the very best consultant and we are so thankful for his integrity, knowledge, and concern for his clients.
Sharon W.
Sep 3, 2026
Bill Cleveland & Zach Pearson
Always available and always excellent guidance. My occasional interaction with the office staff has also been most favorable.
Daryl M.
Sep 3, 2026
Bill Cleveland & Zach Pearson
outstanding personal financial care
Matt L.
Sep 3, 2026
Bill Cleveland & Zach Pearson
Communication has been excellent. Zach is very personable and easy to talk to about anything I have a need to discuss. I have come to trust Bill and Zach as much as I did my previous financial advisor.
Terri S.
Sep 2, 2026
Bill Cleveland & Zach Pearson
We are very happy with the attention to our investments that we receive from Bill and Zach. Any time we have a need or a question the response is much faster than our previous advisor.
Ron B.
Sep 2, 2026
Bill Cleveland & Zach Pearson
Very professional and detailed
TOMMY B.
Sep 2, 2026
Bill Cleveland & Zach Pearson
Working with Bill Cleveland and his team of financial support people transformed our financial life from a source of stress into a structured roadmap for long-term wealth. Because of this positive client experience, I highly recommend this group as the right financial professional for your consideration.
Thomas K.
Sep 2, 2026
Bill Cleveland & Zach Pearson
They have given great advice. Helped my parents over the years. They were great when my parents past. They made it much easier for my sister and I.
Janette F.
Sep 2, 2026
Bill Cleveland & Zach Pearson
A
Ways available and provide sound advice
Nancy M.
Sep 2, 2026
Bill Cleveland & Nick Brink
Both Bill and Nick have been wonderful to work with. They always have my best interest in mind.
Wayne W.
Sep 2, 2026
Bill Cleveland & Zach Pearson
Bill and Zach have been managing our investments for a number of years. We know they both have our best interests at heart.
Mark B.
Sep 2, 2026
Bill Cleveland & Zach Pearson
Attentive, on time with information, they make us feel they have our back.
Tim C.
Sep 2, 2026
Bill Cleveland & Zach Pearson
Complete trust in Bill and Zach!
Eddie H.
Sep 2, 2026
Bill Cleveland & Nick Brink
Discussed my portfolio. Patiently explained the stocks and bonds and total amount in my account.
I do not understand these financial matters and explained
(again patiently) how they work.
Great conversation!
Kristine B.
Sep 2, 2026
Bill Cleveland & Zach Pearson
I can't overstate the high value I place on Bill and Zach's advice and service. I feel they always go above and beyond.
I would be lost without them
Patricia L.
Sep 2, 2026
Bill Cleveland & Zach Pearson
Friendly and professional. I have worked with Bill for many years, and he is outstanding. Zach is also a very good advisor, but I’d like more time working with him to provide my assessment.
Howard A.
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
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
Jul 22, 2025
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.