Our Services

As an independent financial advisor I have access to a wide variety of products through a large array of companies. Below is a listing of some of those companies. We can assist you in obtaining any of the products:
Financial Planning, Brokerage Services, Financial Services for Businesses,  Variable and Fixed Annuities, Mutual Funds, 401K, IRA, and 403b Rollovers, 529 College Plans, Life Insurance, Group and Individual Health Insurance,Medical, Dental, and Vision Insurance, Medicare Supplements, Long Term and Short Term Disability and Long Term Care.


Medical Insurance Companies:


Anthem                     United Health Care


Medical Mutual           Plus Many More…


Annuity Companies*:


AIG                                    MetLife                       Genworth


Jackson National Life          Nationwide                  Pacific Life


Prudential Financial              Allianz                       Plus Many More…



Life Insurance Companies*


John Hancock                     Mass Mutual              Genworth 


Nationwide                         New York Life            Pacific Life


Prudential Financial            Plus Many More…



Mutual Fund Companies*:


AIM                                  American Funds         Fidelity

Franklin Templeton            Hartford                    Janus


John Hancock                   Lord Abbett               MFS        


Oppenheimer                   Pioneer                     Timothy Plan


Plus Many more…



Long Term Care Companies:


Allianz Life                       GE Financial Assurance       John Hancock


Mutual of Omaha              Prudential                         State Life


MetLife                            Plus Many More...



 Keep in mind that at Walter & Company ‘Life's a Journey, Let Us Guide You”. If you are interested in more information please call 419-468-7200. Call and set up an appointment to discuss your needs for the future.


*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Walter & Company Financial Services is not affiliated with Kestra IS or Kestra AS.