Our Mission

In helping individuals and business owners conceive and follow a long-term financial plan, Walsh & Nicholson Financial Group offers choices designed to promote security and peace of mind. Recognizing that our clients are hardworking, financially responsible people who want to do the right thing in preparing for their future, we respond with honest answers, sound advice, and quality insurance and investments products suited to their needs. We constantly judge our service by the same standards we expect from those with whom we choose to conduct business both professionally and personally.

In fulfilling our mission we have assembled a team of dedicated, credentialed professionals who have earned the following industry designations.

Chartered Life Underwriter          (CLU)

Chartered Financial Consultant     (ChFC)

Certified Financial Planner            (CFP)

Chartered Benefit Consultant        (CBC)

Associate of Customer Service     (ACS)

Registered Financial Consultant     (RFC)

We will use all of our skills and experience to benefit your future.