HB Financial Group

— SEND A REFERRAL

Somebody you know needs help. Hand them off in a minute.

No login and no account. Tell us who they are and what they're dealing with, and we'll email them right away so they can pick a time if they want one.

Email or phone, at least one.

Please don't include Social Security numbers, account numbers, financial details, or anything confidential. Just enough context for us to be useful.

We email the person you refer. We never text them, because the box you check confirms they're expecting to hear from us and that isn't the same thing as consent to be texted. Your attestation, "I have this person's permission to share their contact information with HB Financial Group, and they are expecting to hear from us.", is stored with the date, time, and IP address.

— SEND MORE THAN ONE

Refer regularly? Get your own link.

Partners get a referral link, a dashboard, and status on everyone they send.

Apply to partner