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Robert Hall, Financial Advisor serving the Freehold, NJ area - Ameriprise Advisors

Robert Hall

CFP®, CDFA®

Financial Advisor

The Hall Latimer Financial Group
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2021

Interests

· I love spending time with my wife, and daughter going to dinner and hanging out watching movies.

· I love golfing and some of my favorite courses are Torrey Pines, CA and TPC, AZ.

· One of my past times is definitely watching the NFL and baseball with the Yankees being one of my favorite teams.

· We also love traveling and have gotten the opportunity to travel all over the globe though there are still many spots on the bucket list!.