Jim Hallman

Financial Planner,

My Focus Areas are Saving for Retirement, Living in Retirement and Financial Strategy

About Jim Hallman

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

I'm Most Proud Of: Helping clients to build financial plans that they can understand, live with, and will get them where they need to be.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential

    July 1983 - Present | Southeastern Pennsylvania Agency

The Prudential Difference

Get an Auto or Home Quote

    • Property & Casualty: NJ, PA
    • Variable Annuities: NJ, PA
    • Securities License: NJ, PA
    • Variable Life Insurance: NJ, PA
    • Fixed Annuities: NJ, PA
    • Life Insurance: NJ, PA

Jim Hallman is associated with the Eastern Pennsylvania Financial Group Office, 1100 Horizon Circle, Chalfont, PA, 18914-3971, Managing Director: Peter Valenti, Phone: 215-996-0803. Jim Hallman offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jim Hallman offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.