Gerald Hall, CLU®, ChFC®, MSFS, AEP®

Gerald Hall, CLU®, ChFC®, MSFS, AEP®
New York Life Insurance 25 Old Westport Road Wing North Dartmouth, MA 02747
About

Gerald Hall, CLU®, ChFC®, MSFS, AEP®

Jerry Hall has 30+ years of Financial Planning experience for both individuals and business owners. He participates in ongoing training and attends several educational seminars and conferences every year to stay abreast of new technologies and the latest news and information affecting his business.
Primary Specialty

Financial Counselor

Practice New York Life Insurance
Gender Male
Services Financial planning is an on-going, lifelong process, not a one-time event. It requires fine-tuning goals, and adjusting to changing tax laws and financial environments. The Lifetime Financial Plan sets the route by which you travel. During our time together, we will perform your Net Worth Analysis, Cash Flow Analysis, Estate Planning, Investment Planning, Retirement Planning, Tax Planning, Education Planning and Risk Management Strategies. If you are a business owner, we also address Business Succession planning; Taxation of Income and Distributions for different types of Business Entities, Retaining and Rewarding Key Employees; Buy/Sell Agreements; Business Exit strategies, etc. Additional Services Life Insurance, Retirement Planning, Business Planning
Consumer Feedback
(2 Reviews)
Recommended
4 star average for Recommended
Expertise
4 star average for Expertise
Environment
4.5 star average for Environment
Staff
5 star average for Staff
View all 2 Reviews Add a Review
Recent Reviews
Did this counselor allow you to speak without interruption?
Definitely
Were the waiting rooms private?
Kind of, but I wish they had been more private
Did you feel that this counselor was understanding?
Definitely
Were the restrooms well-stocked at this provider's office?
Yes
Did the staff help you feel comfortable when you called with questions or concerns?
Absolutely
by Anonymous XXX.XXX.15.236
Was the advice this counselor provided helpful?
Sometimes, but most of the time it didn't help
Was this counselor friendly?
Extremely Friendly
Did you feel that the counselor's advice was unbiased?
Kind of, their advice seemed more weighted towards one side
Did this provider answer all of your questions?
Mostly
Does this provider treat their staff well?
Extremely well
by Anonymous XXX.XXX.4.49