Walters Financial Group-70+years experience
www.waltersfinancialgroup.comWalters Financial Group is an independent financial services firm located in Clarkston, Michigan. We create insurance and investment plans that are tailored to meet the individual needs of each client. We work closely with business owners, educators and other professionals regarding employee benefits plans, personal investments and insurance planning. As a family-owned business, established nearly 3 decades ago with over 70 years combined experience, our clients are treated with honesty, integrity and loyalty. Clients can expect to develop long-term relationships with our advisors and staff. Representatives offer products and services using the following business names: Walters Financial Group- insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Walters Financial Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
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Walters Financial Group is an independent financial services firm located in Clarkston, Michigan. We create insurance and investment plans that are tailored to meet the individual needs of each client. We work closely with business owners, educators and other professionals regarding employee benefits plans, personal investments and insurance planning. As a family-owned business, established nearly 3 decades ago with over 70 years combined experience, our clients are treated with honesty, integrity and loyalty. Clients can expect to develop long-term relationships with our advisors and staff. Representatives offer products and services using the following business names: Walters Financial Group- insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Walters Financial Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
Read moreCountry
State
Michigan
Employees
1-10
Founded
1991
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
President and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Owner
Email ****** @****.comPhone (***) ****-****Co - Founder and Shareholder
Email ****** @****.comPhone (***) ****-****Group Benefits Manager
Email ****** @****.comPhone (***) ****-****
Technologies
(20)