Broker Check

Our Team

Contact Us
Client Centered

Our Mission

At Halm Investment Services, we believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.

Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Client Centered

The Halm Investment Services Difference

We believe our clients should never feel overwhelmed when seeking financial advice, which is why we always make sure that you know you're our #1 priority. From our first conversation with you, our goal is to make you feel comfortable in your decision to work with us. This means talking over your current financial status, helping you determine which investment options are best for you, and checking in with you often to ensure you are still comfortable with your financial planning decisions.

Our site is filled with educational videos, articles, and calculators designed to help you learn more. As you search our site, give us a call regarding any questions you may have about any particular investment concepts or products.

Questions? Comments?

Thank you!
Oops!