Jeffrey R. Hall


Jeffrey R. Hall CFP®

Jeff Hall, CFP®, started in the financial service industry in 2004 as a financial wholesaler for PLANCO/The Hartford. Under this role he worked closely with hundreds of financial advisors throughout Pennsylvania while helping them grow their practices as well as provide client solutions. He also gained immeasurable knowledge as to how some of the best advisors in the state conduct themselves in an honest and honorable manner, and when he decided that he would like to go into private practice, Legacy Solutions was the practice which he felt stood out above the rest. His focus is on fully educating clients so that they understand how each piece of the puzzle fits into the financial plan. With this focus on client education, he has conducted the workshop, Retirement Essentials and Beyond TM in both Pennsylvania and Delaware. He is a member of the Chester County Estate Planning Council, a past president of Business Networking International in West Chester, a member on the Cornerstone Study Group, and has been twice named as a winner for the Daily Local News Readers Choice award for best financial advisor. He is a graduate from the Smeal College of Business at Penn State University where he was also a member of the Pi Kappa Alpha fraternity.

He currently lives in Downingtown with his wife and two little girls.