At HBA Wealth, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them.
Your generous referrals are especially important because of a strange rule we have in our industry. Did you know that because of regulations in our industry, sharing, posting or advertising testimonials from clients is strictly prohibited, regardless of the experience? So, because we can’t use or ask for testimonials, referrals are especially important and essential for building our business!
Luckily, we’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
1. We Look Beyond Your Bank Account
What motivates you? What do you love? What can’t you stop talking about? The answers to those questions drive the heart of your financial strategy. At HBA Wealth, we don’t just talk about goals and investments; we understand the ‘why’ behind it. We have the expertise to manage your money wisely and the passion to help you accomplish your dreams.
2. Our Independence
Our firm was founded in 2004 by Chris Haydel and Ricky Biel, financial advisors who met at American Express Financial Advisors (Ameriprise) and left with a desire to provide unbiased, client-centered, values-based financial advice. Because we are not managed by a large financial institution, we have no conflicts of interest or products to sell. We take pride in our unbiased investment approach and we know our clients appreciate our transparency and honesty.
3. We Give Back to Our Community
We are proud to give back to our community. We live here. We work here. We’ve raised families here. When you reach your goals, we fulfill our goal of making this community, and our world better. We’re passionate about being involved in and supporting our community. Individually, we’re active in a variety of nonprofit organizations. As a team, we love hosting fundraiser events for local charities. Watch these videos to learn more.
4. Our Commitment to Transparency
Our team is committed to providing real value in what we do, with reasonable fees that are clear. We aim to make a complicated process simple and educate you to make your own financial decisions. Don't hesitate to contact us. We are available anytime for questions by email, phone, or even in person.
5. We’re Never Too Busy to Help
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients, as well as their loved ones. When you have questions about your financial future, we’re always here to help. If you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help them, too.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. If you’re currently looking for a financial advisor or have questions about your financial future, contact us today at (626) 529-8347 or email me at firstname.lastname@example.org.
Ricky Biel CRPC ® is a wealth manager with Haydel, Biel & Associates, an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with cutting edge financial technologies that make it easier than ever to accomplish your goals. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at email@example.com.