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.
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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.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 2350 Fruitville Rd, Suite 201, Sarasota,florida 34237,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- walshandassociates.com
- Keywords
- Wealth Management, Comprehensive Wealth Management, Financial Services, Retirement Planning, Estate Planning, Charitable Giving, Financial Strategies, Financial Planning.
- HQ
- Sarasota, Florida
Walsh & Associates Questions
Walsh & Associates's website is walshandassociates.com
Walsh & Associates's LinkedIn profile is https://www.linkedin.com/company/walsh-&-associates.
Walsh & Associates has
14 employees.
View email and phone details for 14
employees at Walsh & Associates.
Walsh & Associates's industry is
Financial Services
Walsh & Associates's top competitors are
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Walsh & Associates's categories are Financial Services
Walsh & Associates's founding year is 1986
