The Hall Group is a financial and wealth management services organization, owned and operated by Alfred W. Hall. The office has been open since May 1996. We are proud to have built a strong cross-country client base, serving both the private and commercial community.
Our personalized service incorporates a six-step planning process including:
- The client relationship: Establishing and defining relationships with the clients
- Documenting client history: Gathering client data, including goals
- Needs analysis: Ongoing processing, analyzing, and evaluating the client's financial status
- Plan development: Developing and presenting financial planning recommendations and/or alternatives
- Implementation: Implementing the financial planning recommendations
- Wealth management: Monitoring the financial planning recommendations
We are accessible and committed to providing the highest quality customer service for our clients. We offer access to a broad range of products and services in areas of retirement planning and administration, tax and estate planning, and asset management.
Through our affiliation with Commonwealth Financial Network® we are able to compete on any level with no sacrifice to quality. Our business has been built on our superior reputation of integrity and quality products and service.