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Business Profile

Financial Services

Advice Only Financial Advisors
Visit Website(800) 484-7206
See Hours
Operating Hours
Monday8:00 AM - 7:30 PM
Tuesday8:00 AM - 7:30 PM
Wednesday8:00 AM - 7:30 PM
Thursday8:00 AM - 7:30 PM
Friday8:00 AM - 7:30 PM
Saturday8:00 AM - 2:00 PM
SundayClosed

About

About This Business

Our financial advisors offer 40+ services tailored to meet your financial needs. Whether you need a financial advisor for retirement planning, wealth management consulting, or more complex tax and estate planning guidance, our advisors follow a specially designed financial planning process to maintain an objective experience free of any new financial solicitation.

Book a financial advisor consultation with one of our trained fiduciary financial advisors. Download our Advice Only® app to start learning and working with your favorite advisor instructor in as little as five minutes. You’ll create a sustainable distribution strategy, personalized investment approach, and cohesive retirement plan while enjoying a doubt-free financial planning experience. Thanks to our commitment to transparency, you'll always know beforehand the wealth management consultant and financial planner costs.

Photos and Videos

Business Details

BBB File Opened:
3/2/2022
Business Started:
1/2/2018
Business Incorporated:
1/2/2018
Type of Entity:
Corporation
Alternate Names:
Hall Financial Services, Inc.
Business Management:
Mr. Quincy Hall, President
Number of Employees:
1

Additional Contact Information

Principal Contacts
Mr. Quincy Hall, President
Customer Contacts
Mr. Quincy Hall, President
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Additional Websites
Website 1

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Refund and Exchange Policy

What is your refund policy?
We generally consider course sales final upon purchase. This is to keep course prices affordable and properly compensate artists and advisors. If you’d like to evaluate course content before purchasing, please visit the individual course’s syllabus.

Initial Consultation
Advisors in our directory set individual rules for consultations. However, we strongly encourage the advisors listed to charge for their time whenever providing personalized advice. It is our hope that clients, when appropriate, see the value of paying for advice out of pocket. This benefit is primarily that when advisory services are paid, the engagement includes an “advisory agreement.”

Other Resources
California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected]
Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov
Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx

Industry Tip

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