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November 2023 by Jyoti Lakhani
I would NOT recommend Halbert Hargrove for your financial advisory needs, especially if you want a good level of customer service and attention. I definitely did NOT receive this level of service from this company!
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November 2023 by Pam Kirtlan
I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I've never felt more heard or supported in my financial journey. From the very beginning, it's clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor.
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November 2023 by Sagar Lakhani
My family and I started working with Halbert Hargrove (HH) towards the end of 2020. Our experience with HH at that time was good; however, it was clear that, over the years that transpired, the company and financial advisor was not as responsive in giving us the attention we deserved. We would not recommend this firm for your financial planning or investment recommendation needs.The overall service level was subpar. It was extremely difficult to get in touch with our financial advisor, even for urgent matters. We were told that he was consistently in "meetings" and was therefore unavailable. It was evident that he was not even able to simply and briefly step away to take our quick call.I would strongly suggest NOT working with HH, especially if customer service is on the top of your mind (among other factors).
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September 2022 by Henry B.
We just started investing with HH in June 2022. We were recommended by Charles Schwab. The reason we are giving a 3 Stars is because we just started in June 2022. We will update this review in six months.
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May 2022 by Chris H.
HH is for older or super wealthy people who don't really need to earn money from their investments, they need to preserve it. They seem to be risk averse and only into capital preservation which for some clients is appropriate. We were not in that category. We loved our advisor as a person and as an estate planner but not as an investment fiduciary. In the height of the market we had low single digit gains when the S&P was at 20%. We decided to leave the firm and nearly 3 years later we still have a small amount of $ from HH selected funds they have been unable to liquidate. They didn't tell us their find choices could be this restrictive. The COO called to understand why we would leave and frankly was cocky and aggressive. He admitted they had invested too conservatively but tried to advise us not to be too aggressive as we left. On our own we realized 20% gains over two years and did not pay an annual fee. His posturing was just hubris. My point is, they are for a specific client. For those clients they do well. We were too young for them, which they clearly should have known, and have done much better on our own even in this down market.
