Carrie Hall and Associates

Carrie Hall and Associates Specializing in Wealth Management, Estate, & Business Planning for Multigenerational Families

Carrie Hall and Chad Tucker are agents and are collectively licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Ins. Lic # 0B31329-Carrie Hall, Lic # 0H76080-Chad Tucker), CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NJ, NM, NV, NY, OK, OR, TX, WA, and WI. No

insurance business may be conducted outside these states referenced. Carrie Hall and Chad Tucker are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a Licensed Insurance Agency, and collectively are licensed and offer securities products and services in the states of AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NJ, NM, NV, NY, OK, OR, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific state referenced. Carrie Hall and Chad Tucker are separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, and collectively are licensed and offer advisory services in the state of AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NJ, NM, NV, NY, OK, OR, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the specific state referenced. Neither Carrie Hall or Carrie Hall and Associates Financial & Insurance Services, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. The Nautilus Group® is a service of New York Life Insurance Company. Carrie Hall and Associates Financial & Insurance Services is not owner or operated by New York Life Insurance Company or its affiliates.

06/08/2026

: “Today I will do what others won't, so tomorrow I can accomplish what others can't” ― Jerry Rice

Curious how new tax laws affect older adults? Learn about expanded deductions, changes to Social Security rules, and wha...
06/03/2026

Curious how new tax laws affect older adults? Learn about expanded deductions, changes to Social Security rules, and what it means for your tax planning. Read the full article here…

Who qualifies? How much is it? We answer key questions.

06/01/2026

: "Keep on going, and the chances are that you will stumble on something, perhaps when you are least expecting it. I never heard of anyone ever stumbling on something sitting down."-- Charles F. Kettering

Rethink work-life balance. This Forbes piece explores what you truly need to feel happy—not just more hours off. Click t...
05/27/2026

Rethink work-life balance. This Forbes piece explores what you truly need to feel happy—not just more hours off. Click to read and discover a fresh perspective.

Employees often are in a time bind and feel they fall short at work and home. It is time to shift our focus away from time management and ask what you need to feel happy

05/25/2026
Teaching kids about money benefits entire families. See how financial education creates ripple effects for parents too—r...
05/20/2026

Teaching kids about money benefits entire families. See how financial education creates ripple effects for parents too—read more here.

Research shows that the financial education lessons children receive at school can benefit family finances, which indirectly benefits the wider economy.

05/18/2026

: “Whether I retire to bed early or late, I rise with the sun.” – Thomas Jefferson

New to investing? Learn key tips to start confidently, avoid common mistakes, and make informed decisions with FINRA’s g...
05/14/2026

New to investing? Learn key tips to start confidently, avoid common mistakes, and make informed decisions with FINRA’s guidance.

If you’re new to investing, you might wonder where to begin. Between setting up an investment account and making your first transactions, the choices can feel overwhelming. Here are some tips to get you started.

Hope everyone had a wonderful Mother's Day weekend!
05/13/2026

Hope everyone had a wonderful Mother's Day weekend!

05/11/2026

: "A successful man is one who can lay a firm foundation with the bricks that others throw at him." - Sidney Greenberg

Address

6710 N Scottsdale Road, Ste 160
Scottsdale, AZ
85253

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14808402039

Website

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