History

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: 
 

  1. The client relationship: Establishing and defining relationships with the clients
  2. Documenting client history: Gathering client data, including goals
  3. Needs analysis: Ongoing processing, analyzing, and evaluating the client's financial status
  4. Plan development: Developing and presenting financial planning recommendations and/or alternatives
  5. Implementation: Implementing the financial planning recommendations
  6. 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.