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HBKS Wealth Advisors

Finance · Pennsylvania, United States · 111 Employees

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About

Headquarters

5121 Zuck Rd Unit A, Erie, Pennsylvania, 16506,...

Revenue

$30.1 Million

Industry

Finance General Finance

Who is HBKS Wealth Advisors

HBKS® Wealth Advisors, the wealth management business of HBK® CPAs and Consultants (HBK®), together with HBK, offer the collaborative intelligenceof more than 400 professionals in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and support services as well as wealth management from 13 offices in Pennsylvania, Ohio, New York and Florida. As an RIA, HBKS® operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility.Read more

HBKS Wealth Advisors's Social MediaPopular SearchesHBKS Wealth Advisors LLCHbks Wealth AdvisorsHbk Sorce Financial LLCHBK Sorce FinancialHBK Sorce Insurance LLCSIC Code 62,628NAICS Code 52,523Show more

HBKS Wealth Advisors Org Chart

Teeshya Shah

Chief Executive Officer

PhoneEmail
Scott Cross
Scott Cross

Principal, Chief Operating Officer

PhoneEmail

PhoneEmail

PhoneEmail

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HBKS Wealth Advisors Tech Stack

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Frequently Asked Questions regarding HBKS Wealth Advisors

Where is HBKS Wealth Advisors located?
HBKS Wealth Advisors's headquarters are located at 5121 Zuck Rd Unit A, Erie, Pennsylvania, 16506, United States
What is HBKS Wealth Advisors's official website?
HBKS Wealth Advisors's official website is www.hbkswealth.com
What is HBKS Wealth Advisors's Revenue?
HBKS Wealth Advisors's revenue is $30.1 Million
What is HBKS Wealth Advisors's SIC code?
HBKS Wealth Advisors's SIC: 62,628
What is HBKS Wealth Advisors's NAICS code?
HBKS Wealth Advisors's NAICS: 52,523
How many employees does HBKS Wealth Advisors have?
HBKS Wealth Advisors has 111 employees
What industry does HBKS Wealth Advisors belong to?
HBKS Wealth Advisors is in the industry of: Finance General, Finance
What is HBKS Wealth Advisors competition?
HBKS Wealth Advisors top competitors include: EP Wealth Advisors LLC, JFS Wealth Advisors LLC, C&J Wealth Advisors, Freestone Capital Management LLC
What technology does HBKS Wealth Advisors use?
Some of the popular technologies that HBKS Wealth Advisors uses are: Bullhorn, ON24, SAP Crystal, SAP Crystal Reports
Who is the CEO of HBKS Wealth Advisors?
HBKS Wealth Advisors's CEO is Teeshya Shah
What does HBKS Wealth Advisors do?

HBKS® Wealth Advisors, the wealth management business of HBK® CPAs and Consultants (HBK®), together with HBK, offer the collaborative intelligence of more than 400 professionals in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and support services as well as wealth management from 13 offices in Pennsylvani... a, Ohio, New York and Florida. As an RIA, HBKS® operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility.Read More

What are HBKS Wealth Advisors social media links?
HBKS Wealth Advisors Linkedin page HBKS Wealth Advisors Twitter page HBKS Wealth Advisors Facebook page
Is HBKS Wealth Advisors a public company?
HBKS Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about HBKS Wealth Advisors

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