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We offer work-glove commitment to white-glove service.©
Welcome and thank you for visiting our Website.
For the second year in a row, HLM Financial Group and Managing Partner, Lynn Pasqualetti were selected to receive the FIVE STAR: Best in Client Satisfaction (SM) distinction in the metro Atlanta Area as published in the October 2009 issue of Atlanta Magazine. Visit Five Star Award to see more information.
The FIVE STAR distinction is truly an honor. A big thank you to all who helped HLM obtain our FIVE STAR distinction.
HLM Financial Group is a group of companies who have formed a strategic alliance to bring you accounting, tax, mortgages, and financial planning under one roof. It is our goal to provide you with a "work-glove commitment to white-glove" service. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality of professional service and guidance. HLM Financial Group offers a variety of services to the high income/high net worth individual and business owner. It has been our goal to create a "one-stop white glove" financial services center so the busy professional only has to make one stop to take care of his or her tax and financial matters. We can file your taxes, handle your bookkeeping and create your financial statements, prepare your payroll and payroll reports, provide valuable business consulting services, find the right financial plan to suit your needs and even find you the right first or second mortgage for your home or investment property. We have aligned ourselves with many other professionals, who must meet our high standards, to offer the variety of services we offer. Our site was developed to assist you in a variety of ways. Our Newsletter section and interactive financial calculators in our Financial Tools section are available 24/7 for your use. In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors in our Internet Links section. While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions. -- Lynn Pasqualetti, President and Managing Partner
OUR COMPANIES HLM Accounting & Tax, Inc., HLM Mortgage Company, Income Tax School, Inc. and HLM Financial Services, Inc. are all here under one roof. HLM Accounting & Tax, Inc. offers full service accounting, tax preparation, consultation, representation and business advisory services for the high income, high net-worth individual and mid-sized business. HLM Mortgage Company is a Licensed Georgia Mortgage Broker (#17140, NMLS# 152777)offering competitive rates for first and second mortgages on all types of real estate. For more information visit www.hlmmortgage.com. HLM Financial Services, Inc. is a finanancial services company offering insurance products, stocks, bonds, mutual funds, annuities and other investment vehicles. Lawrence W. Waller II is an IAR, Investment Advisor Representative of and offers securities and advisory services through WRP Investments, Inc., member FINRA & SIPC. Securities and advisory activities supervised from 4407 Belmont Ave., Youngstown, OH 44505, (330) 759-2023. HLM Financial Services is not affiliated with WRP Investments, Inc. HLM's Income Tax School, Inc. HLM/ITSI. HLM/ITSI will not be presenting 1040 Update workshops this fall, however we are revamping the education side of the business to encompass more practice management and specialty classes. Check back and we will update you periodically on our progress and changes.
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