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Walton Financial Group Inc at 126 Wellington Street West #202 in Barrie, Ontario

Walton Financial Group Inc in 126 Wellington Street West #202, Ontario: reviews, opening times, drive directions, photos, contacts etc.

Phone: +1 705-733-8257

Address:

126 Wellington Street West #202,
Barrie, Ontario
L4N 1K9
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Web site: barriefinancialplanner.com

Categories: Insurance agency

Reviews about Walton Financial Group Inc

  • We had our money (life savings) invested with a bank which was really not doing much in regards to growth. A very good friend recommended Brad and after we had our initial meeting we were hooked. Once our money was in his hands we noticed an immediate difference - we were making money and there were no brokerage fees! He is a very knowledgeable professional financial advisor but also extremely hands on and has a wonderful personality. He immediately understood our needs and provided very sound advice. Brad was able to alleviate our fears and confirm that we were in a good sound financial position since we were now retired and dependent on our investments. The staff is very helpful, provide great customer service and are quick to respond to any requests. The overall experience has been outstanding. Thanks Brad for giving us peace of mind. Lynda and Jim.
    by Lynda Whelan
    October 09, 2017
  • Martin and I were one of Brads first clients. We have been with him since around 2002. We had investments in several places and really had no idea what we had and what we had for future. We moved everything to Brad and have never regretted it. We sit down with Brad every year and always know we are ok. I remember Brad tells my us that he wanted to make sure we had money for now and the future. Our kids have invested with Brad also and even though they don’t have very much invested they know they can alway talk to Brad and not feel less We have a few friend we have sent to Brad and they have been very happy. Thanks for listening And looking after us
    by Nancy Portlock
    August 12, 2017
  • I have trusting Walton Financial Group for several years as recommended from my parents. Brad and his team are attentive and successful with my portfolio. I have recommended Walton Financial Group to many family members and friends. I can not say enough about the great work they do. It is easy to make this review when the quality of service is fantastic.
    by Ruby Cottager
    August 06, 2017
  • Brad Walton has been looking after our investments for many years! He frequently touches base and gives us updates. He watches the market closely and advises right away when to switch from one fund to another for the best outcome. Brad always takes time to ask how our family is doing and what's new in our lives. He genuinely cares about his clients!
    by Sheree Toffan
    February 13, 2017
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Opening hours Closed now

Today: 08:00 am — 04:00 pm

Monday
08:00 am — 06:00 pm
Tuesday
08:00 am — 06:00 pm
Wednesday
08:00 am — 06:00 pm
Thursday
08:00 am — 06:00 pm
Friday
08:00 am — 04:00 pm

Photo gallery of Walton Financial Group Inc

About Walton Financial Group Inc in Barrie

Walton Financial Group Inc is located at 126 Wellington Street West #202, Barrie, Ontario.