• Invest Smart!

    Customized Portfolios

    Investment Advice

    You are unique, and we design your accounts to reflect that fact.

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  • Risk Management

    Risk Management

    Financial Insurance

    Through planning and preparation, you can prepare for life’s uncertainties.

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  • Retire Comfortably

    Retire Comfortably

    Your Golden Years

    Have the peace of mind to be as busy or carefree as you want.

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  • Establish Your Legacy

    Secure Your Legacy

    Planning your Estate

    You have already created your legacy. Make sure it continues.

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  • Provide for your loved ones

    Provide For Your Loved Ones

    Life & Disability Insurance

    What if you could no longer provide for your family? We can help you plan ahead.

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Retirement Strategies

For some retirement is about relaxation & travel, while others keep a busy schedule. Regardless of your ideal retirement plans, we can assist in saving appropriately for the coming years.

Insurance & Annuities

With seismic changes continuing to occur in the global economy and investment arenas, Insurance Products are a necessary tool to manage and mitigate risk.

Investment & Taxes

When developing a customized financial program, we walk our clients through a step-by-step process that will help make you feel confident in your decisions and establish appropriate strategies to suit your priorities, vision and objectives.

Estate Planning

Estate planning is one step in a process of comprehensive financial planning. We assemble a team of experts to guide you thru the most complex legal concepts and procedures.

About Us

Our Mission

Whitehall Financial Services, Inc. is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing competent and reliable financial advice.

Our Qualifications

Our QualificationsWe have been working with individuals and businesses over many economic, political and market cycles. Each of our agents has extensive personal and professional experience. Some hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will implement the appropriate strategies to suit your vision, needs, and objectives. We can help you execute a sound financial program utilizing our products and services.

Whitehall Financial Services, Inc. and its Investment Advisor Representatives may be compensated in several ways. As Registered Representatives of KMS Financial Services, Inc. and licensed insurance agents of various companies, Investment Advisor Representatives of Whitehall Financial Services, Inc. may occasionally receive additional compensation including but not limited to 12b-1 trailing fees, research and commissions on brokerage products and insurance.

Clients should be aware that this compensation is in addition to, and does not offset, any investment advisory services which are fee-based. A conflict of interest may exist if products of the insurance companies affiliated with KMS Financial Services, Inc. are purchased. All of this is fully disclosed in writing at the time of entering into an advisory agreement.

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