Welcome to HB Financial

CONNECT

Address:

Located at Home Bank

2810 Johnston Street
Lafayette, LA 70503

1305 Causeway Blvd.
Mandeville
, LA 70471

Phone:

,Lafayette - 337-572-3674,Mandeville - 985-246-7309,

Fax/Other:

,Lafayette - 337-593-9689,Mandeville - 985-727-6019

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following:



  • Investment management
  • Retirement strategies
  • Investment tax management  
  • Portfolio construction
  • Insurance and annuity strategies