From Halm Investment Services
Certified Financial Planner, Investment Advisor, Retirement Planner, Estate Planner and Life Insurance. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC (finra.org/sipc.org). The financial professionals associated with Halm Investment Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Google: 5/5 
BBB: A+
Halm Investment Services is a financial services firm that offers a range of services, including Certified Financial Planning, Investment Advisory, Retirement Planning, Estate Planning, and Life Insurance. The firm is led by financial professionals who are registered with LPL Financial, a registered investment advisor, and are members of FINRA and SIPC. Clients have praised the firm's knowledgeable and personable staff, particularly Adam and Seth, who have gone above and beyond to address their financial needs and answer their questions. Clients have been with the firm for over 10 years and have the utmost faith and trust in the recommendations and decisions made by the team. The firm is highly recommended by both clients and their friends and family.