FINANCIAL ADVISOR
Overview
At HBW Financial Services we are committed to helping our clients regain their financial peace. We do this by partnering with one of the premier insurance distribution marketing companies in the country, HBW Insurance & Financial Services, Inc.
Contact Information
3625 NW 82nd Avenue Suite #100-C Doral, Florida, United States 33166phone: view phone305-595-8321
Additional Information
Photos
Description
At HBW Financial Services we are committed to helping our clients regain their financial peace. We do this by partnering with one of the premier insurance distribution marketing companies in the country, HBW Insurance & Financial Services, Inc., our broker dealer, HBW Securities LLC, and our Advisory Services company, HBW Advisory Services LLC. Through our affiliation with these three great companies, we provide some of the most competitive products and services at competitive pricing for our clients. We never fit the client into a product or service. We always find the product or service that fulfils our client's needs. Our philosophy embraces the true independent fiduciary philosophy of putting the interests of the CLIENT FIRST!
We will continue providing complimentary financial plans to qualified prospects through our in‐depth financial road‐mapping process. Through this process we help our clients discover their emotional connection with money, uncover their financial goals, evaluate their current situation, and then build a bridge between where they are now and where they want to go. We will then use that to help them decide what steps they should take to fill the gaps that exist between where they are and where they want to be financially. With some clients, if we find that they need to have some extensive coaching and counselling in order to achieve their goals we can offer these services on an as needed basis.
We also continue to partner with other financial services companies and professionals who are experts in niche markets such as Long Term Care, Group Benefits, Disability Insurance, Living Trust planning, 401‐K Development and Estate and Trust Planning and who share our CLIENT FIRST PHILOSOPHY. Essentially, in addition to providing direct services in the areas of financial road mapping and coaching, we act as a clearing house and referral source for our clients into those highly specialized areas noted above. Why would we do this? Why not try to do everything for everyone! We don't just say we put our client's interests first; we actually put our client's interests first.
Message from the Agency Vice President
Our current goal is to seek out new opportunities for business growth and provide excellent service to our clients and excellent training to our team members. I spend about 50% of my time working with our team members and professional partners to make sure we have all of the current information we need to give our personal and business clients the service they expect and deserve. The remainder of my time is spent in prospect and client meetings and preparing the analyses necessary to help our clients meet their retirement and wealth accumulation objectives.
As the chief business development officer for our firm, I am responsible for finding the right clients to help. I am always looking for clients that know they need to partner with a professional to help them make the best decisions they can to move closer to their retirement and wealth accumulation goals and overall financial game plan. As the chief recruiter and trainer, I am responsible for getting the right team members onto the team and helping them set and achieve their personal and professional goals while adhering to the value proposition which separates us from other financial services firms: putting the interests of the CLIENT FIRST, this is what being a true fiduciary means.
I look forward working with you, your family and your business in 2011 and for years to come. Have a wonderfully blessed day.
Manny Menendez
Call or email us to arrange an interview. We look forward to helping you regain financial peace in your life.