WOULD YOU TRUST YOUR MONEY TO THESE PEOPLE?
Imagine a financial advisor who routinely recommends prospective clients meet with other advisors, so they’ll be absolutely certain they made the right decision when they hire him. Imagine a financial advisor who’s just as interested in you as a person, and a friend, as a client. Meet Walton Financial.
But first, this note: The firm’s name, from 1999 until the day we go live with their new brand and website (still under construction, but CLOSE to finished), has been S. Andrew Walton Investment Planning — although everyone knows the principal as Scott Walton. Why? Their previous agency recommended the name, and it seemed like a really good idea at the time. We convinced them it was time for a makeover.