34 Ratings, 33 Comments
Apr 29, 2026
We are very thankful that Sean is helping us and protecting our investments especially at this time in our life. He always respond when we ask. He always explains whatever it is. We trust him to do what is best for us. Thank you!
Bonnie S.
Apr 28, 2026
Love working with Sean. He has been knowledgeable and very responsive. I'm a 100% fan as long as I don't run out of money during my retirement.
Laler D.
Apr 28, 2026
We have been clients of Sean Lennox's for over 5 years and have been very pleased with the services and decisions he has made on our behalf over a volatile period beginning around Covid. Our daughters and a brother with a Special Needs Trust are also clients and he provides advice for each of us, focused on our age and specific needs. He is always happy to meet with us or answer questions. We view this relationship as one that will continue over our lifetime and our children's.
Anonymous
Apr 27, 2026
Very good
Jerry B.
Apr 27, 2026
Sean is very reliable, has a sense of urgency, and is very pleasant to work with.
Robin D.
Apr 26, 2026
Sean always makes me feel like a valuable client, and it goes beyond client/advior relationship, he has become a good friend. His ethics and caring are VERY evident. He always responds to texts, phone calls, and emails in a timely manner.
Gary L.
Apr 24, 2026
Professional, courteous, responds in a timely, efficient manner.
Richard P.
Apr 24, 2026
As a consultant/adviser I am very pleased with Sean. I would recommend him highly to any person who would like to use HB Wealth! He has been quite helpful through our collaboration together. When I request content from Sean he is ready to assist me with my needs. I strongly hope to continue with Sean in my business with HB Wealth.
Lawrence S.
Apr 24, 2026
Very positive
Eloise N.
Apr 23, 2026
Sean has been our go to Advisor for several years, he timely answers every call and request, he has always provided sound guidance to us. We continue to be pleased to have Sean and his team look after our financial health.
Bob R.
Apr 23, 2026
Very good
Jerry B.
Apr 23, 2026
Sean looks after me and keeps me informed. No Issues.
Herb G.
Apr 23, 2026
Sean has been a tremendous influence on our retirement plans. He has advised us on where we need to go and works to keep us on track to support our lifestyle. We like the fact that he listens to our thoughts and plans and has an interest in what we want to do. Plan to stay with him and HB Wealth for as long as possible.
Thank You
Bryan M.
Apr 22, 2026
Sean is very helpful, very caring, and very meticulous. A great combination!
David W.
Apr 22, 2026
Sean handled requests to gift my charities from my RMD this year and in the past rapidly and with no problems. I get most of my information about the accounts from the BH and Schwab websites but when I have had questions, he as answered them promptly.
Anonymous
Apr 22, 2026
Always on top of our needs and offers suggestions to capitalize our portfolio.
S.J.
Apr 22, 2026
Always available & knowledgeable with good options.
Sherry L.
Apr 22, 2026
Sean and team are very responsive and supportive across multiple areas. Sean takes personal interest in our family as clients.
Bruce M.
Apr 22, 2026
He was extremely helpful as I planned to allocate some of my funds to purchase an apartment in Italy. He presented me with a best option scenario where I could move forward with my decision. He is always available to answer my questions.
Maureen
Apr 22, 2026
great help and patient with my lack of knowledge
Anonymous
Apr 22, 2026
Responsive and knowledgeable!!!
Stacey A.
Apr 22, 2026
Sean is an excellent advisor and has become a good friend. He possesses an excellent sense of urgency and is a consummate professional.
William H D.
Apr 22, 2026
Sean is top shelf! Efficient, effective, responsive, interested, understanding, empathetic, kind, caring, trustworthy, and not afraid to provide an opinion. Backed by HB Wealth you can't go wrong with this gentleman and firm.
John K.
Apr 22, 2026
Sean is extremely pro-active and communicates on a regular basis, explaining the portfolio decisions based on current market conditions and the overall outlook.
We really like his approach, listening to our point of view of how we see various aspects that may have an impact on future positions and decisions.
Ultimately he and his team formulates the strategy that fits our current needs, allowing us to enjoy our retirement.
His approach works well for someone that has my own strong opinions on the markets and economic outlooks.
M.S.
Apr 22, 2026
Sean is a pleasure to work with. He is very knowledgeable and very responsive to any of our needs.
Richard C.
Apr 22, 2026
Sean has always been most helpful.
Jim S.
Apr 22, 2026
We have so much confidence in what Sean is doing for our retirement plan. He gives us feedback of changes to our investments that are coming up so there are no surprises.
We were very concerned about RMDs that will affect us in the future and he is monitoring and taking actions. Being mindful about tax and Medicare income brackets while doing so.
Sean has earned our trust (Solomon too) and we are so grateful he is our wealth manager.
Paula D.
Apr 22, 2026
Sean does a great job of communicating and understanding our priorities
Steve T.
Apr 22, 2026
Sean is truly a trusted advisor. He’s extremely responsive and creative. We thoroughly enjoy working with him.
Mike M.
Apr 22, 2026
Sean was very helpful as we began our retirement,quickly getting our first funds to us.
Paul M.
Apr 22, 2026
knowledgeable and accessible support for my wife and me.
Percy N.
Apr 22, 2026
Working with Sean and his team is always an excellent experience. They are very professional, respond quickly, attentive, and communicative.
Rai S.
Apr 22, 2026
Always available, helpful and professional.
Duane S.