Here’s our story. We look forward to hearing yours.
ABOUT US
Since 1981, Babb Financial Group has been working with our clients to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
At Babb Financial Group, our sole focus is YOU.
OUR CORE VALUES
Team
We place the team above the individual and define success through our collective efforts.
Relationship Centric
We focus on developing deep meaningful relationships with our clients and employees that are built on trust and transparency.
Integrity
We act in a manner that is professional and place people over profits.
Authenticity
We encourage individuals to be true to themselves to foster diversity of thought and opinion.
GROWTH
We strive for company growth by fostering personal & professional growth at the individual level.
Enjoyment
We believe the time spent with our team should be enjoyable and the best years of (y)our lives.
OUR TEAM
We help individuals create retirement strategies
using a variety of investment and insurance products
to custom suit their needs and objectives.
OUR TEAM
We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Book a Consultation
GET STARTED
Contact us to book a free 15 minute consultation to get started.
THE BABB BEAT
Insights into current financial planning trends,
upcoming events and latest news
Market Returns During Past US Recessions
Given all the media attention surrounding the possibility of a recession, we thought we would share some facts as it [...]
Bear Markets
As of the close of market on June 13, 2022, the S&P 500 has receded to levels that were last [...]