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Investments

Investments

This division of HLM practices a hands-on approach to money management. Lawrence (Larry) W. Waller, II is our in-house advisor. Larry has been affiliated with our firm since 1999 and is President and owner of HLM Financial Services, Inc.

Click here for current information on BREXIT.

 

Comprehensive Financial Planning Services:

  • Fee-based management
  • Complete Financial Planning
  • On-line account access
  • College planning
  • Annuities, Life and Disability Insurance
  • Retirement Planning
  • IRAs, pensions and 401K plans for single-member firms and small groups

 

HLM Financial Service's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, HLM Financial Services, Inc. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Click HLM Financial Services FREE Retirement Assessment to start planning today!

 

Lawrence W. Waller, II is a Registered Representative and Investment Advisor Representative Securities offered thru Sterne Agee Financial Services, Inc., member FINRA /SIPC. Advisory services offered thru Sterne Agee Investment Advisory Services, Inc. HLM Financial Services Inc. and HLM Financial Group,Inc. are not affiliated with Sterne Agee Financial Services.

Securities are offered to clients of the following states: FL,GA,IL,MO,MT,NC,NY, and PA.

Securities and advisory activities supervised from 4407 Belmont Ave. Youngstown, OH 44505 (800) 589-2023.