HB Wealth
Financial Services, Wealth Management
Atlanta, GA
3550 Lenox Road, NE, Suite 2700
Atlanta, GA 30326 Directions
5.0 out of 5
631 verified ratings
631 Ratings, 616 Comments
AI Overview
HB Wealth's team is widely recognized for professionalism, responsiveness, and deep financial expertise. Clients appreciate clear, candid communication and personalized attention that fosters trust and confidence. Advisors are praised for proactive outreach, thorough portfolio management, and effective guidance through complex financial decisions. The team’s attentiveness and accessibility contribute to strong long-term relationships and client satisfaction. Overall, HB Wealth demonstrates a commitment to understanding client needs and delivering well-informed, tailored financial strategies.
Generated from the text of client reviews
This AI summary is automatically generated from the text of all published, verified client reviews. The summary intends to extract the prevailing themes from the published reviews, but like all AI-generated text there is a possibility of errors. Please exercise caution, and when in doubt read the full contents of the actual reviews.
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.
Jun 27, 2026
We are very comfortable with Cindy and her team. They are able to explain things clearly and always respond promptly.
James A.
Jun 19, 2026
May 26, 2026
May 20, 2026
May 11, 2026
Cindy continues to demonstrate her sincere motivation toward meeting our financial goals. We greatly respect the fact that she tells us what we need to know and not just what we want to hear. Cindy's responsiveness, financial acumen and attention to detail are second to none. She quickly earned our complete trust and we're extremely fortunate to have Cindy as a partner.
Mike L.
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
Cindy is extremely knowledgeable and knows our personal portfolio thoroughly
She is easy to work with and has our complete confidence. We feel fortunate to have her as our advisor.
Sue D.
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
Cindy and team have been a DELIGHT to work with these past several years! She has taken a holistic approach by looking constantly at our overall family situation and incorporating that into our financial planning effectively.
We've appreciated the quarterly reviews and the thoroughness of her preparation for these discussions. Cindy is always ready to address any of our questions and to provide her professional guidance, as we review our existing plans and look to the future for any possible changes and how they could affect these plans.
We are looking forward to continuing our relationship with Cindy and HB Wealth for many years to come!
Larry B.
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
May 1, 2026
Cindy truly understands our needs and goals and has worked to put together strategies to meet our objectives
She is also very well in informed on current investment trends and the broader macro environment
Bob A.
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
I have worked with Cindy for a long while and I trust and respect her approach to my portfolio. She provides updates as well as direction on managing my account. She has made me more accountable for my money.
Debbie O.
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
Cindy takes time to understand our concerns and gives clear and actionable advice. Highly recommended.
Jim T.
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
Cindy was super helpful with our effort to buy a house. We didn't anticipate finding or buying a house at the current time, but we found a great opportunity and decided to put an offer in. From that point forward Cindy worked with us as a real partner, figuring out how to move money, working with the attorneys to transfer funds, etc. And all this was done on a very tight schedule with zero problems. The whole HB team was great, and we are very appreciative of them all, especially Cindy!
David G.
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
She is excellent, very knowledgeable about markets as well as about our portfolio. She is easy to work with and generous with her time. We are grateful to have her as our advisor.
Edward D.
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
We are privileged to have Cindy Wilson as our advisor. She is professional, thorough, available, and fun to be around. She knows the intricacies of investing for long term results and preserving capital. She is an asset to HB Wealth, to our family.
Tom H.
Apr 29, 2026
Our many years working with Cindy have been a delight for me. I feel confident that she's there for me should I need to call on her. She keeps us up-to-date and on course for our goals. I rest easier with Cindy in my life.
Maggie M.