Our Services

Hallmark Financial is an independently owned financial consulting firm with more than 30 years of dedicated personalized service to our clients. Because we are an independent firm, we have no obligation to sell proprietary products or services. This freedom allows us to be openly selective in offering only those investment products and services that we believe are best suited to help address your financial objectives and goals. When you work with an independent financial consultant, YOUR goals are primary, instead of the “one-size-fits-all” strategy that is profitable to large brokerage firms. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

There are many financial products in the market, and so choosing the ones that best your needs can be complicated. We’ll help you assess your individual needs and make an informed decision. When the time comes to choose, you’ll have access to a broad suite of products and services that address your unique situation.

We offer comprehensive planning in the following areas:

• Retirement Income Strategies
• Wealth Management
• Estate Planning & Legacy Preservation
• Comprehensive Financial Planning