Brad believes that it is important for a financial advisor to have book knowledge AND
practical experience. He has earned the CLU (Chartered Life Underwriter) and the
ChFC (Chartered Financial Consultant) designations from the American College. Over
35+ years, Brad has helped individuals and businesses with their financial needs and
goals during all kinds of stock market ups and downs. Personal financial needs include
wealth creation, wealth enjoyment, and wealth distribution to the next generation.
Careful planning has to include working with an attorney and an accountant for legal
documents and to minimize taxes. We can put you in touch with an attorney and/or accountant if you need. Most important, though, is getting to know the
individual and family that he is assisting.
Areas that Brad and his team work in include full financial and estate strategies, income
and retirement planning, insurance, and college planning for children and
grandchildren. He has not only served his own clients in multiple states, but he is often
consulted by other financial professionals to work with their clients. He has spoken in
front of various groups from the local service clubs to national investment/insurance
company conventions. He has also been an instructor for various financial and
insurance courses for the professionals in the area. Brad has been active in local civic organizations, professional organizations, and his
church, holding various leadership roles in all.
Brad is available in the PALCO office on Thursdays or by appointment. Some of the services and products used for financial solutions include the
• Financial Analysis and Strategies
• Estate Analysis Strategies
• Asset Allocation Studies
• College Funding
• Consumer financial seminars
• Business Succession Planning Strategies
• Deferred Compensation
• Fixed and Variable Annuities
• Tax Planning Strategies
• Brokerage Services including Stocks, Bonds, Brokered CDs And Mutual Funds
• Retirement Plans including IRAs and employer-sponsored plans, Wealth Accumulation
and Distribution Strategies
For professional and knowledgeable advice, contact Brad at:
Bradley D. Hall, CLU, ChFC
Vice President, The Comprehensive Financial Group
Investment Adviser Representative, Voya Financial Advisors, Inc.
705 Washington Boulevard
Williamsport, PA 17701
Toll Free: (800) 326-9642 Ext. 4216
Office: (570) 322-4627 Ext. 4216
Direct Dial (570) 601-6916
Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc., Member
The Comprehensive Financial Group is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.
"Investments are not a deposit, not NCUSIF insured, not insured by any federal government agency, not guaranteed by the financial institution, may go down in value."