Walsh & Associates, Financial Advisors
Financial Services - Sarasota, FL, US
Walsh & Associates, Financial Advisors Employees
Kelly Holleran
Client Relationship Manager | Financial Paraplanner Qualified Professional™
Joseph Walsh
CEO & Wealth Advisor, MBA, CFP®, CFA®, CRPC®*, AIFA®, CTFA®, CPWA®, LPL Registered Principal
Walsh & Associates, Financial Advisors Senior Management
Joseph Walsh
CEO & Wealth Advisor, MBA, CFP®, CFA®, CRPC®*, AIFA®, CTFA®, CPWA®, LPL Registered Principal
Walsh & Associates, Financial Advisors Details
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.
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