Your team at Walsh Financial includes a devoted cohort of advisors, along with our network of referrals that is made up of CPAs and attorneys with tremendous knowledge and experience we employ to guide you holistically along your financial path. We deliberately pursue long-term relationships with our clients and their families to enhance our understanding of your needs and objectives. Our team does the heavy lifting so you can focus on living your best life.
My drive to help people put their financial futures on track is inspired by my father, a man with over 50 years of experience in the financial investment services industry. In fact, we consider financial planning to be a family affair....
Alissa holds a Life and Health Producer License and helps the client to obtain and keep up to date on their life insurance needs as well as longterm care/home health care planning. Through our partnership with Brokerage Unlimited, Inc....
Laura has 15 years experience as an Operations Manager in the Financial Services industry. She has a passion for taking care of client needs and expediting their requests as quickly as possible while communicating the process. After...
Katie joined Walsh Financial Services in the Fall of 2022. She comes to us with three years of financial experience and 10+ years of customer service. She is passionate about helping others achieve their financial goals. Katie helps in...
Here's a list of some of the most common questions we get asked. Schedule a meeting with us if you have any more questions!
Assets could be held direct at a mutual funds custodian such as American Funds, Franklin Templeton, or Fidelity. Pershing, LLC will hold assets in advisory (or brokerage accounts). Cetera Advisor Networks LLC is our independent broker-dealer.
Minimum assets? We don't have a set limit! We believe everyone deserves quality financial advice and work with clients wherever they are financially. From the young person just starting out to the retired individual wishing to offer financial support to other family members, we can assist you in planning for the future.
No, we do not charge a fee for our initial meeting. We want to get to know you and learn about your goals and aspirations.
We offer a full variety of investment choices. We also offer life and long-term care insurance. We jointly come up with a financial strategy with our clients and then implement it for them. Over the years we have developed strategic partnerships with Property & Casualty brokers, Estate Planning Attorneys and CPAs. If the situation warrants, we would be happy to refer their services to you. If you are in need of this expertise, we can refer you to a professional from one of our many strategic alliances. Along the way, we strive to develop close relationships with our clients as we become their source for all of their important financial questions.
As an independent financial advisory group, we are not tied to any particular fund family or investment product. This enables us to customize, design and implement financial plans based on your goals, values, and objectives - not based on firm incentives or demands. We do not have quotas to meet or proprietary products to sell.
We do not have a typical client. We work with those who value high-quality advice, planning, investment management services and tax planning strategies.* We work with executives, college students, individuals going through a major life transition and families large and small.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Whether you are looking for a one-time review or an ongoing partnership, our services will help you toward achieving your goals. We will discuss your questions and concerns, establish a course of action and create a roadmap for your financial life. We will review items such as your investments, benefits, and 401(k) plan, income, expenses, taxes, insurance and more.
Our mission is to always act in a fiduciary capacity with all clients. This means we hold ourselves to the highest standard of care to act in the best interest of our clients at all times. A fiduciary is a person legally required to act in the client's best interests and set aside personal motives and conflicts of interest in favor of pursuing the best outcome for their unique situation. There are very clear guidelines on who is considered a fiduciary in the financial world and who is not. While the law doesn't require fiduciary care in all circumstances, we treat every client as if we are their fiduciaries.
First, bring your significant other if you have one, because you both need to be involved. To get a sense of your situation, we’ll have several questions for you! We’ll be ready for your questions too! As far as the actual paperwork to bring, we suggest:
We offer a comprehensive array of financial planning and investment services designed to guide you through your financial journey.
Our approach is personal. We strive to develop strong alliances with our clients so we can better support your goals and objectives.
Contact our team to schedule an introductory meeting to determine whether our approach aligns with your preferences.