HB Wealth
Financial Services, Wealth Management
Sandy Springs, GA
333 Sandy Springs Circle, Suite 121
Sandy Springs, GA 30328 Directions
5.0 out of 5
26 verified ratings
26 Verified Ratings
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.
Dec 3, 2025
Sammy Grant
Terrific. Thoughtful, insightful and direct.
Shyam R.
Nov 25, 2025
Sammy is a highly capable and trusted broad based advisor. He is knowledgeable in wealth management, tax, and insurance matters. I would highly recommend Sammy to anyone with moderate or greater net asset value looking for a wholistic wealth manager. He is truly exceptional.
Steve H.
Nov 14, 2025
I am very pleased with Sammy's guidance of my retirement portfolio. He is also a great listener and coach in my other financial matters. Would recommend his engagement without hesitations.
Peter S.
Nov 1, 2025
Oct 26, 2025
Sammy is a consistent, intelligent, conscientious, and available partner in the management of my finances. He is thoughtful, direct, and, well, an incredible resource.
I appreciate him very, very much.
Dan B.
Oct 26, 2025
Sammy is true professional and a wonderful person--we have been fortunate to work with him, and his guidance has been very beneficial to our family.
Laura D.
Oct 23, 2025
Sammy has been our financial advisor for the past 20 years. He has always been extremely helpful not only to me and my husband but to our entire family. I have the utmost respect for Sammy and his financial guidance. He is a true fiduciary advisor. I would not hesitate to recommend Sammy to anyone in need of financial advice.
Tricia S.
Oct 23, 2025
Sammy is always pleasant to work with and goes above and beyond to assist with any questions or concerns.
alyssa b.
Oct 23, 2025
Wonderful relationship all these years. Totally trustworthy. Calms me down when I get nervous. Thanks to Sammy don’t have to worry about my savings
Kevin W.
Oct 23, 2025
We have been with Sammy for over 20 years. His council, assistance in every aspect of our portfolio has been exceptional. His timing and suggestions to meet and maintain our goals are incredible. His personal touch and involvement has consistently given us security thru the many market and investment fluctuations. I can’t think of anyone I would trust more.
Tom O.
Oct 22, 2025
Been with Sammy for a long time. He is the best. Has always been there for me. Trust his judgment and honesty.
Roger H.
Oct 22, 2025
My husband and I have been clients of Sammy’s for almost 20 years. We have always felt pleased and secure in his investments for us.
Judy M.
Oct 22, 2025
I have come to absolutely trust my family's financial future in the hands of Sammy Grant. I rely on his financial advice and recognize that he continuously acts in my best interest. He will not hesitate to tactfully advise me when he thinks my interest in a specific investment may not really be in my best interest. Without hesitation or reservation, I would eagerly recommend Sammy's service to family and friends.
Ronald D.
Oct 22, 2025
It is always a pleasure working with Sammy. He and his staff are always helpful and extremely knowledgeable.
Alan K.
Oct 22, 2025
Oct 22, 2025
Sammy is a consonant professional. Sammy offers tremendous customer service and his insight and advice are extremely valuable. I am a completely satisfied customer.
Mark k.
Oct 22, 2025
Sammy is a real professional who is extremely knowledgeable and caring. He understands his clients and gives excellent personal advice.
Frank R.
Oct 22, 2025
Always above and beyond in financial acumen and counseling. A credit to the industry and HB Wealth.
Gregory S.
Oct 22, 2025
We have worked with Sammy Grant for years. He has always been very helpful and responsive to our needs and situation. Very knowledgeable. Could not ask for more.
Charles C.
Oct 22, 2025
To work with this man is a privilege that we value beyond description. Knowledgeable, very responsive, thorough, and carefully runs through the scenarios we bring to him for clarification and support in making the best decisions for our financial planning needs. He is able to explain things to us in easy to understand language. He affords us a calm on the most serious of plans.
Blue R.
Oct 22, 2025
Sammy has been our Financial Advisor for approximately 20 years. Over the years his knowledge and financial advice has guided all of our major financial decisions. We trust Sammy completely with our financial assets and decisions. Choosing Sammy as our Financial Advisor was the best financial decision we could have possibly made. It has benefited us in so many ways beyond just stock and bond selections. Sammy has been a trusted source of financial advice for our entire immediate family, and we always recommend him highly when asked by friends for a Financial Advisor recommendation.
Jerry M.
Oct 22, 2025
Sammy has been our financial planner for many years. He is dependable, thoughtful, creative, smart and thorough. We feel taken care of.
Anonymous
Oct 22, 2025
Sammy is always ready with good sound advise. He represents the company well throughout the community.
Laura D.
Oct 22, 2025
I am so very lucky that Sammy watches out for me and my finances. He has successfully guided me through many twists and turns in life. He has assured me that I can indeed "enjoy" my senior years as he has made sure I am in excellent financial shape. I am so very grateful that Sammy is there for me, every step of the way.
Lisa K.
Oct 22, 2025
I can count on good, solid & always truthful advice. The BEST FINANCIAL ADVISOR I have ever worked with. Very bright & I respect his thought process.
Alan B.
Oct 22, 2025