HB Wealth

Financial Services, Wealth Management

Towson, MD

1 West Pennsylvania Avenue, Suite 800

Towson, MD 21204 Directions

(410) 337 - 7575

hbwealth.com

5.0 out of 5

16 verified ratings

16 Ratings, 15 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.
Apr 28, 2026
Gosia has been extremely helpful in getting us towards our retirement goals. We made significant changes with our houses and income streams, and she was very good at finding the best course of action for us. She is smart, organized, and very approachable.
Patty B.

Apr 23, 2026
Gosia is a pleasure to work with! Her projections and scenario analyses have been instrumental in helping us make decisions in a volatile economy – as we plan for retirement. Gosia’s proficiency and preparation has kept us fully informed, allowing us to comfortably make several significant life decisions. In addition, Gosia’s flexibility and swiftness with working on family estate and taxation matters has been critical over the past year. My wife and I feel very fortunate to work with Gosia, who brings not only a high level of professionalism but calm demeanor with a friendly and approachable personality.
Cliff M.

Apr 23, 2026
Excellent advisor. Highly competent. Caring for my family’s welfare. Highly personable and professional.
Clarke e.

Apr 23, 2026
Gosia is incredible! She has been our advisor for many years and provides invaluable insights for our family. She is always accessible and super communicative. We could not say enough positive things about Gosia and are highly appreciative of her!
Anonymous

Apr 23, 2026
Outstanding Advisor Gosia is very thorough and explains everything very well. She has been a pleasure to deal with for more than a decade.
James S.

Apr 22, 2026
Gosia is the best !! Professional, brilliant, kind and caring, Gosia’s time, efforts and advice, on my behalf, have kept me on track with my financial goals. I do not make a financial decision without seeking her assessment first. Thank you, Gosia. Thank you, HB Wealth.
M.M.

Apr 22, 2026
Excellent Financial Advisor
Jay C.

Apr 22, 2026
Gosia is consistently well prepared and well versed in the different aspects of our financial portfolio. Other assets are her depth of knowledge and her meticulous preparation. In addition, her willingness to help me learn more about financial matters is deeply appreciated.
Ann M.

Apr 22, 2026
Chris has been here for me especially after my husband, Alan’s death. Knowledgeable. Can find missing letters and pieces of investment history.
Shirley T.

Apr 22, 2026
Gosia is attentive, thoughtful, and holistic in her guidance. She has helped guide my family not merely with numbers, but with a broader view on our non-life goals as well. We would recommend her highly to anyone looking for a diligent partner in helping their families realize their goals.
Nick J.

Apr 22, 2026
I have always trusted and thought highly of Chris. We have worked together for over 15 years, I believe. I followed him through the different firms he has worked for and plan on sticking it out with him until I am no longer able!
Lisa E.

Apr 22, 2026
Gosia is great - very responsive and thorough. We even have her working with our son, which has taken a lot of patience on her part!
John D.

Apr 22, 2026
Gosia is responsive, attentive to requests and needs, and has always provided thoughtful guidance and assistance with our short- term and long-term financial goals. My husband and I value her and trust her to help us whenever issues or concerns about our investment strategy arise.
Rachel K.

Apr 22, 2026
Gosia is one of the most competent and caring individuals I know. She is good at dealing with detail and handling people with skill and patience
Susan E.

Apr 22, 2026
Always great!
John M.