Jarrod Freeman

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.

Nov 5, 2025

Responsive, inventive, & thorough.

R.W.

Jul 28, 2025

Jarrod Freeman is a delight to work with! He's very responsive and communicates well with clear explanation. I feel very confident in his abilities to help manage my wealth.

W.B.

Jul 26, 2025

thank you Jarrod. You always answer my questions in such a timely matter even on the weekends. Appreciate all the help you have given me over the years.

SANDRA C.

Jul 26, 2025

Jarrod and his team are fantastic partners to me in managing my finances and my near and long term financial plans. I seek their counsel for professional and personal decisions that will impact my financial plans, and I trust their recommendations and advice. I appreciate being able to work with Jarrod and his team.

Elizabeth P.

Jul 23, 2025

We have enjoyed working with Jarrod. He is very smart, attentive, caring and warm. Jarrod has been an important participant in all our meetings, and we particularly appreciate Jarrod's meeting notes and follow-up, which really has helped keep us on track.

Bruce and Penina R.

Jul 23, 2025

Jared has been so great to work with. He's approachable, explains things well (and at our level), and really cares about our family's financial goals. Additionally, he has gone above and beyond by offering to meet with our son, who has an interest in finance. He's been fantastic to work with!

Margo M.

Jul 23, 2025

Very helpful, follows through on details. Great sense of professionalism. Genuine.

Anonymous

Jul 22, 2025

Outstanding personality and excellent commutator.

Billy F.

Jul 22, 2025

We are so grateful for Jarrod and his team. We feel completely comfortable with their expertise and guidance, particularly during these unsettled times. They are super responsive to even the silliest questions. We genuinely enjoy our relationship and look forward to working with Jarrod for many years.

Chris and Marie G.

Jul 22, 2025

Jarrod is amazing… He’s always available although if he is on vacation he need not answer my e mail inquiries …He is an important/ necessary part of our team..Thank You Jarrod…Jill and Paul P.

Paul P.

Jul 22, 2025

The multiple interactions I have with Jarrod are always treated with considerable thought and action.

Andrew H.

Jul 22, 2025

Jarrod has always been very responsive, professional, and knowledgeable when I have reached out to him. I enjoy working with Jarrod and Eric and the HB team.

Patricia K.

Jul 22, 2025

Jarrod is an amazing asset to the HB team. He goes so far above and beyond. Have the upmost trust in his management and direction. Would not want anyone else.

Kathleen I.

Jul 22, 2025

Jarrod has been with us since day one and has consistently demonstrated professionalism, dedication, and expertise. His calm demeanor and strong work ethic make him a steady presence, even when we throw unexpected challenges his way. Jarrod’s creativity and problem-solving skills shine as he helps turn our plans into reality—always with an eye on keeping our financial goals on track. We couldn’t be happier to have him as our advisor.

J.G.

Jul 22, 2025

Jarrod is attentive, thoughtful, bright, a good listener, and responsive to my inquiries.

Jessica W.

Jul 22, 2025

Jarrod is professional and personable. Lynn and I appreciate his detailed explanations and caring approach to providing financial guidance. We are certainly not H'B's wealthiest clients but we are treated with respect. Thank You

Jethro J. F. III