Contact Us:

670 Lafayette Ave, Brooklyn,
NY 11216

+1 800 966 4564
+1 800 9667 4558

Hall Financial Services, Inc ( is a registered investment adviser with its primary office being located in Corte Madera, CA. HFS, Inc may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HFS, Inc’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HFS, Inc’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by HFS, Inc with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HFS, Inc please contact the state securities regulators for those states in which HFS, Inc maintains a registration filing. A copy of HFS, Inc’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from HFS, Inc upon written request. HFS, Inc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HFS, Inc’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to HFS, Inc’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RIA, or from any other investment professional. For more info about our firm please click here.

Online Course
Purchases made for our online couse will recieve a login via email within 48 hrs of purchase. Once logged in for the first time, we will not offer a refund for the course. We offer our local workshops to allow you the opportunity to test drive the online course. For online course purchases (that have never logged in) we offer a 30 day return. We reserve the right to refuse sale and access to the course.
Initial Consultation
The initial consultation is fully refundable as long as it is canceled at least 48 hrs prior to the scheduled meeting.
Financial Plan
Any financial plan paid online is fully refundable up until the point that an advisory agreement is signed. From there, please refer to your docusign or hard-copy agreement to determine how much of the planning fee, if any, will be refunded.
In general, for anyone we meet, we do not share or sell information for any purpose. If you have purchased a course, initial consultation, or financial plan on our website please refer to your docusign or hard copy advisory agreement for required client specific privacy policies.