This division of HLM practices a hands-on approach to money management. Lawrence (Larry) W. Waller, II is our in-house advisor. Larry has been affiliated with our firm since 1999.
Comprehensive Financial Planning Services:
- Fee-based management
- Complete Financial Planning
- On-line account access
- College planning
- Annuities, Life and Disability Insurance
- Retirement Planning
- IRAs, pensions and 401K plans for single-member firms and small groups
Lawrence W. Waller, II is a Registered Representative and Investment Advisor Representative of and offers advisory services through WRP Investments, Inc., member FINRA & SIPC. HLM Financial Services and HLM Financial Group are not affiliated with WRP Investments, Inc. Securities and advisory activities are supervised from 4407 Belmont Ave., Youngstown, OH 44505 (303)759-2023.