Client Stories

"Ricky has guided me through several situations that could’ve been catastrophic."

“In 1996 after my first husband passed away, I needed someone who could help manage the wealth he left behind. My brother-in-law referred me to a colleague of Ricky Biel’s before I began working with him directly. Since then, Ricky has provided a wealth of information and guidance in even the most difficult situations.

Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.” 

- Surang


"What we value the most is HBA Wealth’s access to a variety of investments so if we’re interested, we can quickly jump at the best opportunities."

“Over time, our assets became too complicated for us to handle on our own, which is why we started searching for a trusted advisor to assist us. We reached out to various advisors, and Haydel Biel & Associates immediately responded. They were attentive to our tax situation, helped us receive our tax documents in a timely manner, and knew how to help us properly manage our assets. What we value the most is HBA Wealth’s access to a variety of investments so if we’re interested, we can quickly jump at the best opportunities. We trust HBA because they’re personable, easy to work with, and respond to our needs and concerns. Since working with HBA, we’ve even recommended their services to others!” 

- Sanaz          


"What I appreciate most about Ricky and HBA Wealth overall is they provide excellent customer service every step of the way"

“When I first decided to seek out a financial advisor, my biggest concern was planning for retirement. I wasn’t sure what to expect throughout the planning process or how to maximize my retirement income for the long term. Fortunately, I got answers to a lot of my questions when I met with Ricky Biel at HBA Wealth. From our initial meeting to the implementation phase, Ricky provided me with clear expectations of the process. What I appreciate most about Ricky and HBA Wealth overall is they provide excellent customer service every step of the way. Ricky is honest, transparent, and easy to work with, which is why I’ve referred him to others!”

- Raul