Advisor at Lange Financial Group, LLC
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Firm
Lange Financial Group, LLC
Location
Pittsburgh, PA 15217
Credentials
CFP®
Industry experience
4 years
Jennifer Hall is a CFP® professional with four years of experience in financial advising, currently serving at Lange Financial Group, LLC. She has prior experience with E.G. Conley, P.C., where she worked for 12 years. Outside of her advisory role, she owns Pittsburgh CPA Services, PLLC, through which she prepares individual tax returns for family and friends during tax season. Lange Financial Group provides financial planning and consulting services to individuals, trusts, estates, and charitable organizations, focusing on education through seminars and a monthly newsletter. The firm refers clients to independent investment managers and does not manage or custody client assets directly.
Based on Lange Financial Group, LLC
2200 Murray Avenue
Pittsburgh, PA 15217
Arizona · Pennsylvania · Texas
Lange Financial Group, LLC
2024 - Present (2 years)
Lange Accounting Group LLC
2021 - Present (5 years)
Lange Financial Group, LLC
2021 - 2024 (3 years)
Pittsburgh CPA Services, PLLC
2021 - Present (5 years)
E.G. Conley, P.C.
2008 - 2020 (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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