Complimentary financial review from a qualified HSBC financial professional | HSBC

Financial review

To learn how our personal service and access to unique global resources could benefit your finances, schedule a financial review. Please call us at 866.586.4722 or email us to set up a session with a qualified financial professional1 from HSBC Securities (USA) Inc. today.

Before your review

When you schedule an appointment, we will contact you to confirm the details and suggest some ideas to consider beforehand to ensure you get the most from your time with us. A personal financial review lasts approximately one hour, and is best when conducted in person.

During your review

Your financial professional will spend time gaining a clear understanding of your current finances, short-term financial needs and long-term goals. He or she will begin by looking holistically at your finances before drilling down to specific accounts or objectives, such as investments and retirement plans. Your financial professional will also discuss your financial priorities and appetite for risk among other things.

After your financial review

Considering your risk tolerance, current financial situation, personal aspirations and other relevant factors, your financial professional will carefully examine your current strategy to determine if your investments and insurance coverage are still appropriate for helping you meet the goals you would like to achieve.

If there are elements of your portfolio that your financial professional feels could be strengthened, or if you are building your portfolio, he or she will diligently research solutions that may be appropriate for you. The investment and insurance products your financial professional recommends – along with the details, benefits, risks, and charges associated with each – will be provided to you.

Call 866.586.4722 or email us to schedule your financial review.

Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life and health insurance products are provided by unaffiliated third parties and are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., which is a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.


Investment, Annuity and Insurance Products:
ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES ARE NOT FDIC INSURED ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES MAY LOSE VALUE

All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

Research backgrounds of brokers and brokerage firms for free by visiting FINRA's BrokerCheck website

1 Financial professional refers to Premier Wealth Advisors (PWA), Premier Relationship Advisors (PRA) and Financial Advisors (FA). PWA/PRAs primarily focus on a full suite of Premier products and services while FAs primarily focus on a full suite of Advance products and services. Both offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, through HSBC Securities (USA) Inc. and traditional insurance products through HSBC Insurance Agency (USA) Inc.

United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.

Have a question?

Call an HSBC financial professional
800.662.3343

Mon - Fri (8am to 6pm ET)

Español

Estamos aquí para servirle. Si necesita ayuda en español o inglés, comuníquese con nosotros sin costo alguno al número 888.433.4722. Para llamadas por cobrar fuera de Estados Unidos, comuníquese al número 716.841.4288.

廣東話

我們隨時為您提供協助。需要廣東話或英語服務,請撥 800.711.8001(北美洲境內免費長途電話)或 716.841.6989(美國以外地區可採用對方付費方式致電)。

普通话

我们随时为您提供帮助。需要普通话或英语服务,请拨 800.711.8001(北美洲境内免费长途电话)或 716.841.6989(美国以外地区可采用对方付费方式致电)。

Other Languages

We are here to help. For service in all other languages, call us today toll free at 800.975.4722. For collect calls outside the U.S., contact us at 716.841.7212.

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