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Our Mission

Hall Financial Advisors, LLC seeks to build life-long investment relationships on a foundation of trust and client satisfaction. We are dedicated to helping you create the life and legacy you desire by applying our investment experience to your unique goals.

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Our Value Proposition

Through preparation and skillful planning, Hall Financial Advisors, LLC offers personalized investment strategies that enable our clients to make more informed decisions about their money and the growth and preservation of their assets and estate. We offer comprehensive, objective financial advice to clients who deserve a high level of personal service. Hall Financial Advisors, LLC provides sound wealth management services designed to help clients retire comfortably.

  • Experienced advisory practice
  • Knowledge & experience
  • Client focus & service level
  • Advisor capacity
  • Sustained relationships
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Our Clients

Our primary responsibility is to help our clients achieve and maintain financial success. We value all relationships, but feel our skills and focus best serve affluent individuals, families and for-profit or charitable institutions.

To provide you with the highest level of professionalism and personal service, we pledge to:

  • Understand your evolving objectives through clear and frequent communication.
  • Carefully evaluate your investment goals and individual needs before offering an investment strategy specifically tailored to your unique situation.
  • Review each investment program on an ongoing basis and recommend suitable adjustments, as needed.
  • Maintain effective personal and professional relationships so you remain a satisfied, well-informed client for life.
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Our Principles

As a wealth advisory team, we are relationship-driven and focus on exceeding client expectations through responsive, friendly and reliable service. We believe life-long bonds develop over time, and are built on sincere, honest communication and consistently-delivered promises. In order to create lasting relationships, we think our team must do more than help clients manage their assets — we must also act in an advisory capacity where ongoing education and communication are integral parts of the advisor-client commitment.

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Our Investment Philosophy

Hall Financial Advisors, LLC brings a long-term outlook and service-oriented approach to our financial practice. We believe superior service and financial solutions can only be achieved by a team of professionals who truly understand their clients.

Our team specializes in serving successful investors by offering appropriate investments, municipal bond portfolios and professional money-management services. By combining access to “world-class” resources with our own unbiased, independent guidance, we help you:

  • Identify your investment objectives and help develop a plan based on your long-term needs;
  • Seek the best available investment return consistent with an acceptable level of risk; and
  • Maintain communication and collaboration with you and your other professional advisors.
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About Wells Fargo

Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and most respected financial institutions. In business since 1852. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC.

About Wells Fargo Advisors Financial Network

For 15 years, Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Co, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients. Wells Fargo Advisors Financial Network has grown to operate nationwide with 1,404 owners and advisors in 660 practices administering over $95.3 billion in client assets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC Member SIPC, separate registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com

Hall Financial Advisors, LLC is a separate entity from Wells Fargo Advisors Financial Network.

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Strategic Partners

Feel free to contact our office Toll-free: (866) 865-4442 for a list of our strategic partners.