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FAQ – Hibard Financial
   

FAQ

GET ANSWERS

Frequently Asked Questions

Here are some of our most commonly asked questions.
  • Where does Hibard Financial provide their services from?
  • Is Hibard Financial a CPA firm or a Financial Advisor?
  • Will you come to my home or office to work?
  • What are some services Hibard Financial does not provide?
Where does Hibard Financial provide their services from?

Los Angeles

Is Hibard Financial a CPA firm or a Financial Advisor?

No, but we work closely with your team of Financial Advisors, CPAs, and Attorneys.

Will you come to my home or office to work?

No. Our Personal Administrative Financial Services are provided from our office or remotely.

What are some services Hibard Financial does not provide?

Financial planning, tax preparation, payroll, investment and stock tracking.

IMPORTANT NOTE

Onboarding

When you’re ready, we’ll provide our easy-to-follow Onboarding Packet to help ensure a smooth onboarding experience.
In-Person Introductions
We’ll come to your home or office to discuss details.
Banking
We’ll accompany you to your bank to complete the necessary paperwork.
Communication
Clear and open communication helps us understand your needs and provide the best service possible.