Jerry Hall
Principal, Senior Financial Advisor at HBKS Wealth Advisors
- Role
- Principal, Senior Financial Advisor at HBKS Wealth Advisors
- Location
- Fredonia, NY, US
- LinkedIn followers
- 500 followers
About Jerry Hall
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Experience
Principal, Senior Financial Advisor
May 2016 — Present
HBKS Wealth Advisors is the Wealth Management Division of our Parent firm, Hill, Barth and King LLC (HBK), a major National Accounting Firm. HBKS Wealth Advisors is a Registered Investment Advisor (RIA) specializing in Investment Management, Comprehensive Financial Planning, Retirement Planning (including Rollover and Pension analysis), Retirement Income Solutions, as well as Insurance Services and Wealth Transfer Strategies. Our Retirement Planning Unit provides Retirement Planning services such as Cash Balance DB Pension plans, DC Retirement Plans (401k plans), 3(21) and 3(38) Fiduciary services, as well as assistance in writing Investment Policy Statements (IPS). HBKS Wealth Advisors with the support of our parent company Hill, Barth and King Accounting firm provide Tax planning, Estate Planning to individuals as well as Business Planning for Business Owners, Business Valuations, Buy/Sell agreements and Succession planning.
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