About Halm Investment Services
Reviews for Halm Investment Services
Write a reviewHours
Monday: 8:30AM - 4PM
Tuesday: 8:30AM - 4PM
Wednesday: 8:30AM - 4PM
Thursday: 8:30AM - 4PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed
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.
I've been with Adam Halm for over 10 years. He’s helped my wife and me reach our financial goals and plan for retirement with clear, thoughtful advice. Adam is professional, reliable, and truly cares about our future. Highly recommend for anyone seeking a great financial advisor.
Highly recommend Adam Halm for all your financial investments. His knowledge of investment portfolios and market strategies, along with his professionalism makes working with Halm Investment Services a successful experience.
We have known Adam for several years and he has always gone above and beyond to satisfy us with our financial needs and answer our questions. He has a great staff, including Seth who are also very knowledgeable and able to help us with questions. We highly recommend Adam Halm Investment as your financial advisor.