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Products & Services

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


  • 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


  • 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


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.