Products & Services

At Hall Wealth Management Group, we provide assistance in the following areas:

Investments

Bonds
Certificates of Deposit (CDs)
Common Stock
Preferred Stock
Mutual Funds
Exchange Traded Funds (ETFs)
Fixed Annuities
Variable Annuities
Long-Term Care Insurance
Life Insurance
Treasury Bills
Government Securities
Treasury Notes
And more

Financial Calculators

Business Valuation
Certificate of Deposit
College Savings
Life Insurance
Mortgage Loan
Net Worth
Retirement Distribution
Roth vs. Regular IRA
Stock Options and Social Security

Services

Financial Planning*
Retirement Planning
Estate Planning
Trust Services**
Investment Management
Fee-Based Asset Management*
Insurance & Risk Management
Small Business Services

*Financial Planning and Fee-Based Asset Management are offered through LPL Financial
**LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial

Seminars

Inquire about our Seminars. We can provide your group or organization with valuable information in the form of a seminar. We have spoken to churches and other non-profits, small business owners, employee groups, investment clubs and company executives. We customize our topics and content to the needs of your group. Please contact us for information on scheduling a future seminar or other educational event.

Email: info@hallwm.com