Walsh & Associates

Walsh & Associates

Financial Services Sarasota, Florida, United States 14 employees
Employees
14
Contacts
4
Emails
4
Phones
2

Walsh & Associates Overview

Headquarters
Sarasota, Florida, United States
Industry
Financial Services
Employees
14
Founded
1986
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Walsh & Associates

Joe Walsh Jr. founded Walsh & Associates in 1986 for people seeking financial guidance without product or sales influence. Originally one advisor and his assistant serving the DeKalb, Illinois area, Walsh & Associates has grown to a staff of 13 with a second location in Sarasota, Florida, and clients around the country. Joe has been joined by his sons Joe III, Michael and Tom, who share his value of client-first financial planning. This means that instead of simply parking your money someplace safe and returning it to you when you need it, we will inform and guide you to choose financial goals appropriate for your family, establish a long-term financial strategy personalized for you and monitor for market changes and new rules and guidelines that might signal the need for adjustments to your strategy. We chose LPL Financial, one of the nation’s largest independent broker-dealers, to support us. They have no proprietary products to sell and no investment banking relationships to promote. Our collective knowledge and experience and the extensive resources and support we receive from LPL Financial makes Walsh & Associates well-equipped to tackle even the most complex financial situation, finally giving you the financial confidence you deserve. -- Securities offered through LPL Financial. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Walsh & Associates Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Walsh & Associates Org Chart

Sample employees and titles
Name Title Contact
Joe Walsh, Cfp® Wealth Advisor at Walsh & Associates
Email Phone
Ana Jessica Velazquez Paralegal
Email
Joseph Walsh Jr. CEO and Wealth Advisor at Walsh
Email Phone
Michael Walsh, Cfp®, Cpwa® Wealth Advisor at Walsh & Associates
Email

Employees by Management Level

Individual contributor 6 profiles
Manager 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 2 2 2
General 2 2 1

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