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Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies.
https://www.yelp.com/biz/hbks-wealth-advisors-sarasota
HBKS® is the wealth management division of HBK, one of the nation's most respected providers of comprehensive financial services. Our independent financial advisors specialize in financial planning, investment management, retirement and estate planning, insurance, and business succession planning.
https://www.yelp.com/biz/hbks-wealth-advisors-fredonia-2
Location & Hours. 33 Church St. Fl 2. Fredonia, NY 14063. Get directions. Mon. 8:00 AM - 5:00 PM. Tue. 8:00 AM - 5:00 PM.
https://hbkswealth.com/location/erie-pennsylvania-zuck-road/
The office of our financial advisors is located in the Zuck Road Office Park at 5121 Zuck Road Erie, PA 16506. Phone number is (814) 836-5776.
https://hbkswealth.com/location/fort-myers-florida/
The office of our financial advisors is located at 8010 Summerlin Lakes Drive, Suite 200 Fort Myers, FL 33907. Phone number (239) 433-7533.
https://hbkswealth.com/location/youngstown-ohio/
The office of our financial advisors is located at 6603 Summit Drive Canfield, OH 44406. Our main phone number is (330) 758-0428.
https://hbkswealth.com/about/
HBKS® Wealth Advisors ranked 103. The August 2020 edition of Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the Financial Times’ research.
https://hbkswealth.com/advisor_team/erie/
Zachary Allegretti is a Financial Advisor in the Erie, Pennsylvania office of HBKS Wealth Advisors (HBKS®). Mr. Allegretti comes to HBKS® with experience in both the insurance and financial advisory fields having been employed with Nationwide and AXA Financial.
https://hbkswealth.com/leadership/
tel: 239-919-1268. William F. Casey, III. Principal, Senior Financial Advisor. wcasey@ hbkswealth.com. tel: 215-735-9530. Matthew Costigan, CFP®, CPA/PFS. Principal, Senior Financial Advisor. mcostigan@ hbkswealth.com. tel: 724-934-8200.
https://www.indeed.com/cmp/Hbks-Wealth-Advisors/reviews
The biggest benefit is the work life balance. The vacation time is great and increases each year that you are with the company (up to 5 weeks). In this position, the hours are 8-5 and I haven't had to work overtime in the off season. The environment is collaborative and everyone wants you to succeed.
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