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About Us

Elisabeth A. Hall & Julie Walker
Beth Hall & Julie Walker

Our Company

What started out as a financial services firm offering investments and insurances, has now grown into a full-service estate planning office. Beth offers clients insights on how to best grow and protect their assets from both a financial advisor and an attorney perspective. This is truly a unique service in Chautauqua County.

Our Commitment

Elisabeth Hall is an experienced professional with a “hands on” approach to financial guidance and estate planning. Her knowledge and expertise help clients to make sound decisions both for themselves and their families, but also for future generations. It’s important that you build wealth for your use both now and in the future. Equally as important for many people is preserving this accumulated wealth for children or a favorite charity. Beth can talk with you about strategies to do both.

Our Principles

Beth bases her decisions and recommendations on sound financial principles and estate planning strategies. Building wealth is important, but so is protecting it. Beth has the unique experience to help you accomplish both goals.

Contact Beth today at (716)484-4100 or via email to discuss your personal needs and goals. You may also use the Contact Us form to send a personalized message.

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Our Team

Our dedicated team is here to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Elisabeth A. Hall

Elisabeth A. Hall

Attorney at Law | Financial Professional

Julie Walker

Julie Walker

Office Manager & Business Coordinator