SB Financial Group Employee Directory

Q: What is SB Financial Group known for?

SB Financial Group was founded in 2012. SB Financial Group operates in the Financial Services industry.

Q: How many employees does SB Financial Group have currently?

SB Financial Group has approximately 7 employees.

Q: Who are SB Financial Group's key employees and leadership?

SB Financial Group's key employees include: Coo: N. B..

Financial ServicesNorth Carolina, United States2-10 Employees

SB Financial Group LLC (Firm) is an independent financial services firm that clears through Geneos Wealth Management as our Broker Dealer. 

At SB Financial Group, we inspire action plans toward financial freedom. We take time in our financial planning process to get to know your needs and desires, and we empower you to make decisions in your own best interest that improve your ability to attain your future goals.

This process generally takes 3-4 meetings over the course of a month, through which we help plan for short, medium and long-term goals. Together we will also develop a thorough income and budget analysis and create an overall funding allocation for their plan.

SB Financial Group, LLC works with you to create a beneficial plan and establish the foundation to help secure the future needs for your family.  

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc.  Member FINRA/SIPC.

Find SB Financial Group employees' phone numbers or email addresses

SB Financial Group Global Highlights

North America
10

United States Of America
10

Africa
1

South Africa
1

SB Financial Group's Leadership

N. B.
Coo
Mobile Phone
Email
N. B.
Owner, Financial Advisor
Mobile Phone
Email
S. B.
Financial Advisor & President
Mobile Phone
Email
M. L.
Manager Of Client Experience
Mobile Phone
Email
N. H.
Independent Financial Advisor
Mobile Phone
Email

Contact profiles from SB Financial Group

Name

Title

Contact Info

Location

Last Update

N. B.
Owner, Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 24, 2025
S. B.
Financial Advisor & President
Mobile Phone
Email
United StatesWisconsin
Oct 19, 2025
N. B.
Coo
Mobile Phone
Email
United StatesNorth Carolina
Nov 11, 2025
M. L.
Manager Of Client Experience
Mobile Phone
Email
Oct 19, 2025
N. H.
Independent Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 17, 2025

Frequently Asked Questions

What is SB Financial Group known for?

SB Financial Group was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 2000 Aerial Center Parkway, Suite 112; you can contact the main corporate office by phone at

+1-919-819-****

. Explore SB Financial Group's company overview page for more information.

What is SB Financial Group's most common email format?

SB Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SB Financial Group email formats with LeadIQ.

How many employees does SB Financial Group have currently?

SB Financial Group has approximately 7 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are SB Financial Group's key employees and leadership?

As of December 2025, SB Financial Group's key employees include:

Coo: N. B.
Owner, Financial Advisor: N. B.
Financial Advisor & President: S. B.
Manager Of Client Experience: M. L.
Independent Financial Advisor: N. H.

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