Hall, Carrie

Welcome to Carrie Hall and Associates Financial and Insurance Services, your trusted partner for financial and insurance solutions in Scottsdale, AZ. Our firm is dedicated to developing strong, long-term relationships with our clients, their families, businesses, and advisors, providing the best possible service and products to them. We are committed to our families, employees, and community and maintain a balance between our practice and our family life. We provide opportunities for our employees to grow in their careers and are active in the community, using our resources to help others.

Our Services

At Carrie Hall and Associates Financial and Insurance Services, we offer a comprehensive range of financial and insurance services tailored to meet the unique needs of our clients. Our services include:

• Financial Planning: We work with our clients to develop a customized financial plan that considers their goals, risk tolerance, and current financial situation. Our financial planning services include retirement planning, education planning, and estate planning.
• Insurance Services: We offer a variety of insurance products to help our clients protect their families, businesses, and assets. Our insurance services include life insurance, disability income insurance, long-term care insurance, and annuities.
• Investment Management: Our investment management services are designed to help our clients grow and protect their wealth. We offer a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and separate account management.
• Business Planning: We help our business owner clients develop a comprehensive business plan that considers their goals, risk management, and succession planning needs. Our business planning services include buy-sell agreements, key person insurance, and business continuation planning.

Our Process

Our process begins with understanding the things that are important to you. We first meet with you to gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situation. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

The Nautilus Group

Carrie Hall is proud to be one of just 30 agents in the nation who is a Nautilus Plus member of The Nautilus Group, a service of New York Life Insurance Company. This exclusive resource allows Carrie to work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Our Team

Our team is our greatest asset. We have a dedicated group of professionals with diverse backgrounds and expertise, allowing us to provide our clients with the best possible service and advice. Our team includes financial advisors, insurance professionals, investment managers, and support staff, all committed to helping our clients achieve their financial goals.

Thank you for considering Carrie Hall and Associates Financial and Insurance Services for your financial and insurance needs. We look forward to the opportunity to serve you.