Halley Georgas

My Background

Halley spends considerable time ensuring that clients' investment portfolios are appropriate to their specific financial needs, stage in life, and risk tolerance. Her main goal is to educate clients and share her knowledge.  In addition to providing investment advice, Halley focuses on tax and estate planning to ensure that her clients have a clear and concise financial plan. If you think your portfolio is not being watched, you deserve better!  Please contact Halley for a free one hour portfolio review.