SB Financial Group

SB Financial Group LLC (Firm) is an independent financial services firm that clears through Geneos Wealth Management as our Broker Dealer. At SB Financial Group, we inspire action plans toward financial freedom. We take time in our financial planning process to get to know your needs and desires, and we empower you to make decisions in your own best interest that improve your ability to attain your future goals. This process generally takes 3-4 meetings over the course of a month, through which we help plan for short, medium and long-term goals. Together we will also develop a thorough income and budget analysis and create an overall funding allocation for their plan. SB Financial Group, LLC works with you to create a beneficial plan and establish the foundation to help secure the future needs for your family. Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

网站

https://www.sbfgnc.com/

SB Financial Group的外部链接

所属行业

金融服务

规模

2-10 人

总部

Morrisville，North Carolina

类型

私人持股

创立

2012

领域

Financial Services