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Business Profile

Retirement Planning Services

Hale & Associates, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 6 Customer Reviews

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Review Details

  • George G

    Date: 05/27/2025

    Thank you! Heres a polished version of your review for the Better Business Bureau:?Review for ***** ****** at **** and Associates I have worked with ***** ****** at **** and Associates for approximately six years, and I could not be more pleased with the guidance and support he has provided throughout that time. From preparing for retirement to now managing the realities of being retired, ***** has been a steady and trustworthy advisor every step of the way.His advice on annuities and tax strategies has been clear, well-informed, and tailored to my specific needs. What I appreciate most is Waynes open communication style, his deep knowledge of financial planning, and the patience he consistently shows as I navigate this new chapter in my life.I also want to recognize his assistant, *******, who has always been professional, responsive, and a pleasure to work with.I look forward to continuing my work with ***** and his team and would confidently recommend him to anyone seeking reliable, thoughtful financial guidanceespecially when approaching retirement.

  • Joseph R

    Date: 12/05/2024

    I don't write a lot of reviews but felt obligated to let everyone know about Hale & Associates. This has been the first time I have ever dealt with a financial services group. I have to say I am amazed at the quality of service I received. More than the quality was the honesty of ***** ******. He was my financial service's agent. He spent hours with me helping understand annuities. They are such a great product but a little difficult to understand. ***** broke it all down for me and explained it in easy clear cut words no legal jargon or confusing words. He was so upfront and honest and answered every question I had candidly. I never felt pressured or rushed in my decision. It was such an easy process when you deal with an agent like *****. He takes his fiduciary responsibility quite seriously. Best part is he is always available and so is his team. Never wait for a call back get one the same day. Its hard when you put your life savings in a product, however, when you know your agent only has your best interest in mind, it makes it easy. I highly recommend ***** and his entire team. If you need financial services and want an agent who deals with you with integrity and honesty, **** and Associates are the company you need to speak with. Give them a call and not only will you be treated right but you will feel like their biggest client. Whether you have thousands or millions ***** will treat you like your his number one client.

  • JEFFREY R

    Date: 11/18/2024

    I have been doing business with ***** and ******* for over a decade, and they have never failed to thoroughly address my concerns in a prompt manner. I recommend theirs services without reservation! They have been highly professional throughout and I intend to continue doing business with them going forward. Top notch service!

  • Dale P

    Date: 10/22/2024

    I have been working with Hale & Associates for 5 years and I am very happy with the results and service they provide. They have helped me create a long-term financial strategy by answering my questions, educating me on the different types of investments and services that are available, providing investment analysis and market returns, and giving their financial recommendations based on their personal relationship with me and my family. My experience with Hale & Associates has been more a partnership than a business/customer relationship and I highly recommend them and have to family and friends.

  • Miriam V

    Date: 06/14/2023

    I have known *********************** of Hale & Associates for many years, which started with me becoming a client. Their high level of customer service and integrity speaks volumes when making financial decisions and commitments. **************** was confident and knowledgeable in presenting the various products and services. He provided a breakdown which was easy to comprehend. I received ongoing follow-*** on my portfolio sharing recommendations which proved to be very beneficial. I wholeheartedly recommend Hale & Associates - as I always like to say "people don't care unless they know you care"...thank you for caring, ************************************************ Team.

  • Anthony W

    Date: 12/29/2022

    *********************** of Hale & Associates is an honest, knowledgeable and hard working wealth manager. He has the best interest of his clients at heart! He is very thorough in his explanation of his strategies and the financial companies he selects for his clients products! Based on where you are in your life, ***** wii put together the investment package which best suits yours needs. ***** is also very patient and takes the time to explains matters until a client understands. Im thrilled to be represented by ***** and I have forwarded several family members and friends to ***** who are now his clients!

Hale & Associates, Inc. is BBB Accredited.

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