Walton Financial Group Inc
(705) 733-8257
Contact and Address
| Category: | Insurance agency, |
|---|---|
| Address: | 126 Wellington St W #202, Barrie, ON L4N 1K9, Canada |
| Postal code: | L4N 1K9 |
| Phone: | (705) 733-8257 |
| Website: | http://barriefinancialplanner.com/ |
Hours:
| Monday: | 8:00 AM – 6:00 PM |
|---|---|
| Tuesday: | 8:00 AM – 6:00 PM |
| Wednesday: | 8:00 AM – 6:00 PM |
| Thursday: | 8:00 AM – 6:00 PM |
| Friday: | 8:00 AM – 4:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
Location & routing
Most Recent Reviews
(August 27, 2019, 9:53 am)My wife and I recently moved to Barrie and wanted to consolidate our RRSPs and various investment accounts with a financial planner in the area more accessible to us. We were referred to Brad Walton by a client of Walton Financial. In our first meeting with Brad, he listened closely to us and very quickly understood our situation and what we as a fairly recently retired couple were looking for. Brad recommended a plan tailored to our needs and provided lots of information to assist in making our decisions. He took care of all the transfers of our various accounts making the process very painless for us. Brad has met with us several times, provided answers to all of our questions and has made us quite comfortable with our decision to go with him as our financial planner. Oh, and the cookies are great too!
(May 11, 2019, 6:31 am)Being a young person in Society(under 25) it’s hard to find a company to take you seriously, especially when it comes to money. Brad sat down with us and took the time to explain the benefits of our options. He was also honest when it came to things we didn’t need because of our lifestyle. What may work for a teacher may not be our best option because of our high risk jobs. If your young and overwhelmed about your future finances/insurance/life plans, don’t put it off! Go and see Brad!!
(May 6, 2019, 9:54 pm)Knowledgeable, Trustworthy and Friendly are just a few words to describe Bradley Walton and Team. I have been a extremely satisfied client for many years. You can always count on Bradley for sound financial advice. He is thorough with his recommendations and account reviews. I have recommended Bradley to friends and relatives without hesitation, because of his superb service and great track record!
(March 28, 2019, 2:36 pm)The most unique quality of Walton Financial is the time and care Brad and staff take in working with you to meet your financial needs and goals. From regular email communications to time in office, we are given exceptional support in understanding and navigating the often complicated world of investments and insurance. Walton Financial has helped us reach our retirement goals and has provided us with flexibility depending on life circumstances. Well researched options presented, always meet our individual needs and position us for maximum protection and gain. Brad Walton and team have helped us through some challenging situations and made us feel like family. The warm cookies after each visit are a bonus!
(February 13, 2019, 11:18 am)I have had amazing customer service and knowledgeable advice from the first moment I sent an email enquiring about what services Walton Financial could provide me. Bradley is extremely intelligent and I trust without a doubt what he tells me to do with my life savings! Everyone that works at Walton Financial are beyond friendly and seem to be a part of a great team. I receive beautiful cards for all occasions and I can't forget to mention the freshly baked cookies upon arrival at their office!!! I highly recommend this company - No hesitation whatsoever
Photos of Walton Financial Group Inc
Walton Financial Group Inc On the Web
Home | Walton Financial
Bradley also provided advice regarding my father's estate, my personal investments, life insurance policies, and children's trust funds. We have benefited greatly from Bradley's wealth of knowledge and expertise. The staff at Walton Financial Group Inc. are very knowledgeable, professional and cater to your personal and company needs.
The Team | Walton Financial
The core team has been together for over 8 years, offering more than 100 years of collective experience. Clients benefit from this exceptional continuity in the business. The team's expertise means it is unlikely that any client situation will outgrow Walton Financial Group capabilities. The core team is complimented by a variety of staff ...
Walton Financial Group Inc Company Profile | Barrie, ON, Canada ...
Find company research, competitor information, contact details & financial data for Walton Financial Group Inc of Barrie, ON. Get the latest business insights from Dun & Bradstreet.
Financial Planner in Barrie, Ontario at Walton Financial Group Inc.
Walton Financial Group Inc. in Barrie, Ontario is a Full Service Financial Planning Firm specializing in wealth management. Our team consists of financial planners, financial advisors and specialists that focus on a wide range of insurance planning and investment planning products. We offer a variety of savings and investments, retirement planning, RRSPs and RESPs, life insurance, and ...
Walton Financial Group Inc | Barrie ON - Facebook
Walton Financial Group Inc, Barrie, Ontario. 547 likes · 15 talking about this · 58 were here. OUR MISSION -"As a full financial security planning organization, we want our name to be synonymous with...
Walton Financial Group | LinkedIn
Walton Financial Group | 50 followers on LinkedIn. With our head office situated in Barrie, Ontario, we are well positioned to service clients from all over Simcoe County including Collingwood ...
Walton Financial Group - Overview, News & Competitors | ZoomInfo.com
Who is Walton Financial Group. With our head office situated in Barrie, Ontario, we are well positioned to service clients from all over Simcoe County including Collingwood, Orillia, Midland and of course Barrie. Our team of financial advisors, lawyers and tax planners help individuals, families and small business owners set long-term financial goals through managing risk as well as addressing ...
Walton Financial Group Inc in Mission Viejo, CA 419 - (705) 733-5200
Walton Financial Group Inc at 126 Wellington St W #202, Mission Viejo, CA 419. Get Walton Financial Group Inc can be contacted at (705) 733-5200. Get Walton Financial Group Inc rKaufman & Lynd reviews, rating, hours, phone number, directions and more.
FAQ available from Walton Financial Group Inc. of Barrie, Ontario
The Walton Financial Group Inc. has advice for investors. What is the best way to plan my investment portfolio in an uncertain 2022? Financial planning for 2022 involves fundamental principles! Why Invest in a Mutual Fund?