Mr. Harvey Stephen Bailey, MRFC

Contact

HB Financial Resources, LTD.

124 Floyd Smith Blvd, Suite 270
Charlotte, NC 28262 US

Phone: (704) 563-6844
Alt. Phone: (704) 365-5992
Fax: (704) 563-1571

http://hbfinancial.com

Member Since: 1987
IARFC Member: Yes


IARFC Designations

MRFC
General Member

Financial Services Offered

Compensation Basis: Fees for Comprehensive Planning, with a commission offset for assets under management or other products. Modular plans on a modest fee basis.
Estate Planning
Business Planning
Portfolio Management
Trustee Services
Pension Planning
Executive Compensation Planning
Personal Coaching
Retirement Planning
Medicare Planning
Tax Planning
Tax Returns
Seminars/Workshops
Employee Benefits
Family Offices
Business Coaching
Charitable Planning
Asset Protection
Comprehensive Personal Financial Plans

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