Reviews for Halm Investment Services

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Jul 2024
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.
Jul 2024
We have been with Adam for more than 10 years. Very knowledgeable and down to earth. Definitely the best in our opinion!! We have the utmost faith and trust in his recommendations and decisions! We have recommended Adam and his team many times to friends and family. Can't say enough good things about Adam, he is like family to us! Highly recommend Adam Halm Investment Services!
Jul 2024
Halm Investment Services will help you reach your financial goals! They listen to your concerns and care about their clients. Adam and his team are great to work with. If you plan to retire soon, give Adam a call.

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From Halm Investment Services

Certified Financial Planner, Investment Advisor, Retirement Planner, Estate Planner and Life Insurance. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC (finra.org/sipc.org). The financial professionals associated with Halm Investment Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.