Services
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