Alix-Marie Hall, CFP<sup>®</sup>

Alix-Marie Hall, CFP^®

MBA,

Alix-Marie Hall, CFP<sup>®</sup> - Financial Advisor

Alix-Marie Hall, CFP^®

MBA,

Financial Planner/Financial Advisor

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002

(212) 249-4820

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Client's choice of services, products and compensation method.

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

$250,000

General

Alix-Marie Hall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alix-Marie Hall, MBA, CFP® in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MBA/New York University

Insurance Licenses

Life insurance: NY, NJ
Health/disability insurance: NY, NJ
Fixed annuities: NY, NJ
Variable annuities: NY, NJ

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Client's choice of services, products and compensation method.

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

$250,000

Helpful Financial Planning Resources

Investment

Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...

Read More >

Investment

Makeover your finances

Year of the Dragon Financial Makeover

Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...

Read More >

Investment

Availability Bias Don’t Rely on Heuristic Decision Making

Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...

Read More >

Buying a Home

Reverse Mortgage

A Reverse Mortgage Story

I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...

Read More >

Estate Planning

Pitfalls in Estate Planning

Avoiding Pitfalls in Estate Planning – Making it Work

Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...

Read More >

Credit Repair

credit counseling

Credit Counseling Services

If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...

Read More >

Investment

Free Lunch Seminars

Questions To Ask at Free Lunch Seminars

Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...

Read More >

Investment

Time For Your Free Upgrade

It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...

Read More >

Divorce

Divorce Planning

Creating an After-Divorce Action Plan

The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...

Read More >

Serving in the Military

military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

Read More >