After nearly 30 years in the insurance business, I have noticed that many people trust their wealth with multiple advisors (money managers, accountants and lawyers), but nobody is talking to all of them and assisting in having all of them work together.I understand it—there is a lot of noise out there and a lot of people saying contradicting things. How do you know who is right?We work with all of these advisors to make sure the information you receive is leading edge, yet tailored to your success.In an industry that is undergoing a steady cycle of evolution and advancements, I provide the advantage of having a trusted ally on your team that works with all these fields.With every client who seeks my guidance, I maintain a prudent dedication to keeping lines of communication transparent, striving to pare down the complexities, which often surround decision-making, and shift the focus to what matters most in clear and concise terms.As an insurance advisor with NFP, I continue to integrate this concept into cultivating authentic partnerships with my clients and their advisors that prioritize putting the appropriate solutions into place that best fit their immediate and long-term goals.The fundamental value of teamwork and collaboration was fully instilled in me during my football days at Cornell University where my duties as an offensive lineman further impressed upon me the understanding that the whole of success is more often greater than the sum of its parts.By providing my clients with the confidence gained from a comprehensive insight of how our services and products are adaptable to their individual needs, we are able to navigate these unique financial landscapes as a united front with a core objective in mind-achieving each of your goals one step at a time.Please do not hesitate to reach out if I can be of help to you or someone you know:212-257-1654 ewalsh@nfp.com
Listed skills include Wealth Management, Insurance, Investments, Life Insurance, and 14 others.