Broker Check

Our Team

William Hall, CPA, MST, PFS

President, Registered Representative

617-557-9333

617-723-2769

Bill has over 23 years of financial and tax experience with closely-held businesses and high net-worth individuals. Bill is a CPA and a PFS, who graduated from Suffolk University, cum laude, with a degree in Accounting, and also holds a Master’s Degree in Taxation from Suffolk University. Bill has his Series 7, 6, 65 and 63 registrations. He is a member of the Tax and PFP sections of the AICPA and a member of the Massachusetts Society of CPA’s.

Eric Hall, CPA

Member

617-557-9333

617-723-2769

With over 25 years of experience, Eric has gained vast tax and financial knowledge for closely-held businesses, foundations and high net-worth individuals. Eric graduated from Suffolk University, magna cum laude, with a degree in Accounting. He is a member of the AICPA and a member of the Massachusetts Society of CPA’s.