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Walters Financial Group logo — "You work hard for your money. Let us make your money work...

Walters Financial Group

"You work hard for your money. Let us make your money work hard for you."​

Founded 1991 United States Clarkston, United States 7 employees Financial Services, Insurance

General Information

Company Name Walters Financial Group
Founded Year 1991
Location United States Clarkston, United States +1
Employees 7
Industries Financial Services, Insurance
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About Walters Financial Group

Walters Financial Group, established in 1991, is an independent financial services firm based in Clarkston, Michigan, serving clients with tailored insurance and investment plans. The company caters to individuals, business owners, educators, and professionals, offering personalized solutions for employee benefits plans, personal investments, and insurance planning. With a family-owned business model and over 70 years of combined experience, Walters Financial Group prides itself on delivering honesty, integrity, and loyalty to its clients, fostering long-term relationships with advisors and staff. The company's offerings, under business names like Walters Financial Group, Ameritas Investment Company, LLC (AIC), and Ameritas Advisory Services (AAS), include insurance, financial services, securities, investments, and investment advisory services. However, it is noteworthy that AIC and AAS are not affiliated with Walters Financial Group. The company's products and services are limited to specific resident states and are not offered as securities in any jurisdiction without due prospectus review. Notably, representatives of AIC and AAS do not provide tax or legal advice, directing clients to consult their tax advisors or attorneys. It is important to mention that information from third parties or links to their sites are not created or endorsed by AIC, AAS, or their representatives. While believed to be from reliable sources, the content is not guaranteed. Overall, Walters Financial Group offers a comprehensive suite of financial and insurance services, underpinning its client-centric focus and experience-driven approach.

Taxonomy: Insurance Planning, Investment Advisory Services, Employee Benefits Plans, Securities, Personal Investments, Business Owners, Education Professionals, Independent Financial Services, Insurance and Financial Products, Long-term Relationships, Advisor Loyalty, Securities, Investments, Advisory Services

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Walters Financial Group Alternatives & Competitors

Walters Financial Group vs
Coordinated Financial Group
Coordinated Financial Group United States

We are coordinated to handle your finance.

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Walters Financial Group vs
Premier Planning Group
Premier Planning Group United States

PPG serves both individuals and business owners looking to reach their aspired financial goals.

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Walters Financial Group vs
Thompson Financial Group
Thompson Financial Group United States

Your Family Your Future

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FAQ About Walters Financial Group

"You work hard for your money. Let us make your money work hard for you."​
Walters Financial Group was founded in 1991.
Walters Financial Group is headquartered in Clarkston, United States.
Walters Financial Group operates in the following industries: Financial Services, Insurance.
Walters Financial Group has approximately 7 employees.
Top alternatives and competitors to Walters Financial Group include Coordinated Financial Group, Premier Planning Group, Thompson Financial Group, Wealth Solutions, LLC, Weinheimer Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Walters Financial Group and Coordinated Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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