HFG Trust - Kennewick (WA)

5 /5 Trish Fl: HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with.

5 /5 Cindy: We have been clients of HFG Trust for over 20 years and would highly recommend their services. Both Ty Haberling and Nick Haberling have guided us over the years. They have a genuine interest in not only our financial portfolio but take a personal interest in getting to know us to understand our needs. When we meet they always ask about our kids, hobbies we have talked about in the past, and what our financial goals are. Over the years, we have asked many questions of either Ty or Nick and they have been quick to return our calls and either answered questions or did some research and got back to us quickly and provided excellent financial advise. As we transitioned from the working world to retirement, both Ty and Nick have guided us in making decisions to ensure our financial wealth was protected and continued to grow. Their passion, knowledge and genuine interest in achieving the best for us as clients are outstanding. Their advice has been tremendous over the years and we are grateful we have excellent financial advisors. Thank you Ty and Nick, we so grateful for all that you do for us!!!

5 /5 Linda McLean: My recent annual review experience at HFG Trust was very positive, as usual. It started about one month ago, when I called to get help on printing my 2023 tax documents. Olivia, the receptionist, was so nice and helpful. She got them all printed out, organized, and prepared a package for me to pick up. I’m still an “old school” guy and prepare my 1040 form taxes manually. A few weeks later, I texted a copy of my taxes along with some asset and liability updates that HFG does not receive (e.g. social security increases, checking account balance, house mortgage, etc.). Another very nice woman at HFG then made sure this info got to Nic Haberling to help in preparing my annual review. The annual review with Nic and Ty Haberling was both fun and informative. It always includes updates on everyone’s family and major adventures, as well as the business part of the meeting. Nic did a good job in laying out and explaining the numbers and they both answered all of my questions. An action item list and meeting summary letter was prepared by Nic and sent to me for review. HFG Trust has been providing me with outstanding financial services for about 20 years now, and has helped to keep me and my wife healthy, happy, and non-stressed about our finances. I trust them, and don’t need to go anywhere else.

5 /5 M & P Hevland: HFG has been managing our investments since around 1981; before there even was an HFG. There was just J Tyler Haberling, fresh put of school; looking to build a business. The ensuing years have brought success to HFG and to us. We have recommended them to multiple friends and family members; all of whom are pleased. HFG listens to what you are hoping to accomplish in the short and long term and manage your portfolio accordingly. When world events affect the markets, you can count on receiving communication from HFG as to what these events may mean. Their staff is absolutely top notch; always responsive and so gracious and pleasant. Whether you are financially savvy or not at all savvy, you should have complete trust and confidence in HFG representing your best interests.

5 /5 Eric Pearson: Long time association, but relatively new client. I can’t say enough good things about my experience. Extremely knowledgeable, helpful and friendly group. I would recommend them highly.