Services

How We Work

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...

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

doug@walterandcompany.com | 419-468-7200