451 Harding Way West
Our Primary Purpose
Our mission is to work closely with our clients to develop investment plans and financial strategies with the highest degree of professionalism, honesty, and integrity. Positive changes in the personal and financial lives of our clients is of utmost importance.
At Walter & Company Financial Services, Inc., our vision is a simple one. We will progressively grow with our clients through continued education, state of the art financial tools, and the unwavering confidence and integrity in all financial matters and services concerning our clients and staff.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Lesser Known Provisions of the SECURE Act
Retirement Traps to Avoid
What's My Potential Estate Tax?