Hall Hodges & Associates

7 months ago, we were having difficulty with our retirement planning. Bryan helped us immensely. We are now planning a trip to Italy with our excess reserves! Would recommend him highly to everyone!

I have been affiliated with the people at Hall, Hodges & Associates for at least 10 years.
I have always found them to be knowledgeable; caring; and responsive.
I would recommend them highly to anyone looking for solid financial information and guidance.

(NOTE: PLEASE READ MY FIRST REVIEW TO GET A TOTAL PERSPECTIVE) I got call from the guy who managed my daughter’s trust fund yesterday. He’s been calling me a bunch of times and I ignored it since I don’t have an account with them anymore. He was sneaky and called me on a blocked number. He wants the complaint removed or lightened up, even though he doesn’t dispute my story. You see, it’s bad for business, however, he offered me no recompense for the loss I incurred for ignoring my request to divest before the 2008 crash and then allowed my money to languish for years while making nada in interest. Hell, I could have buried my money in the back yard and done just as good.
The request shows lack of remorse because he was not there to make it better for me but for his company’s bottom line. And his defense of my account losing money from the Great Recession was the fact the «experts» from the services his company subscribes to didn’t know the crash was coming. It’s a straw-​man. I told him to divest of the stocks and move it into safer, conservative venues before the crash actually happened. I am his client, he works for me. But he didn’t do it. Blew me off. I guess his company, like other Financial «experts» couldn’t believe the gravy train would ever end despite all the warning signs laypeople, such as myself, noticed. Then afterwards, when I lose over 10K he finally moves it over at my request and put it into something that makes absolutely no money and leaves it there to languish, making *nothing* in interest for years! Therefore, Unilocal community, I cannot in good conscience remove this. The only *good* thing I can say is he is a very polite man. But the facts still remain true of my personal situation. I have statements and documents to prove it. If you find reviews after that are good, great, maybe they grew a conscience… or perhaps. you can deduce … the idea of… company…and profits. well. never mind… I will leave it to your better angels to decide.
One a side note, it is my opinion if you have normal to above intelligence, you would be better served to do you’re own investing, save yourself the commissions and fees they charge have have that money go into your investment; in the end the odds are in your favor you’ll do the same or even better «professions.» .The research is proving this dictum. Google and see.
Also, if you decide to go with them, do not let your money sit idly, be diligent; always check what they are doing with your money.