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Our Services

Whether you require retirement income planning services, individual financial consulting, or various other investment and income management services in Philadelphia, PA, Walsh & Nicholson Financial Group is ready to assist you with your economic growth. Our planning is carefully curated to withstand the strongest storms, so your future is secure and protected.

*Individual Financial Consulting

Our personal financial professionals have the professional experience to assist you in coordinating an individualized financial plan tailored to your needs helping to create a growth strategy for your financial future.

*Retirement Income Planning

Our retirement planning services offer you the necessary tools and stability to help plan for a stable future. If you are looking for retirement planning services for your personal needs or a business in Philadelphia, PA, Walsh & Nicholson Financial Group is the right choice. Our qualified retirement income advisors are known and trusted for our unmatched service and professional communication in Pennsylvania.

*Fee-Based Planning

As a trusted fee-based planning financial firm, our financial professionals are ready to begin a financial partnership with you to aid in maximizing your investments. This mutually beneficial planning service provides incentives for both parties helping to ensure all parties receives the most benefits possible. 

*College Planning

Whether you are a parent, guardian, or individual looking for assistance with planning for college expenses, Walsh & Nicholson Financial Group’s financial professionals are ready to assist you in setting up your financial future. When the costs of college life seem overwhelming, know that we are here to help ease your financial stress, so you or your loved one can focus on building their dream.

*Investment Services

Our qualified team is ready to help you select the right investment prospects for your goals. If you live near Philadelphia or the Levittown area, our investment professionals are available to assist in your financial growth.

*Mutual Funds

With our mutual funds advisory program, you have the opportunity to join investors with endless potential for a bigger return on your investment. Our financial professionals provide the advice and guidance necessary for you to create an asset-allocation strategy that builds your portfolio with your objectives, interests, time frame, and risk tolerance in mind.

Brokerage Accounts

If you’re looking for a savings strategy with a time frame longer than the upcoming few years but sooner than retirement, a brokerage account may be the right choice for you. Walsh & Nicholson Financial Group is here to work with you to create savings strategies that build your ideal investment account.

Life, Health, & Disability Income Insurance

With insurance packages curated for your needs and security, we can help you secure your nominal and ideal life, health, and disability income insurance.

Estate Planning

We offer the distribution of your assets while keeping taxes at a minimum so you can meet your estate planning needs. In addition, our financial professionals assist you with the arrangement and management planning for your estate.

Elder & Long-Term Care Planning

Our Elder and Long-Term Care planners work alongside you to think ahead so you can retire without any unnecessary financial doubts or concerns. Walsh & Nicholson Financial Group helps create a comprehensive plan built to withstand both expected and unexpected circumstances.

Employee Benefits & Qualified Retirement Planning for Businesses

We assist Pennsylvania business owners in organizing their employee benefits and qualified retirement plans for their employees within Philadelphia and surrounding areas. Walsh & Nicholson assists you in creating a system to help your benefits operate smoothly within your company.

Services for Closely-Held Businesses

If you are the owner or part-owner of a closely-held business, we have planning strategies and advisory services for whatever your business needs, no matter how unique. We understand the value and importance of family, so we aim to keep your funds in your hands.

Fixed and Variable* Annuities

Planned around your needs, Walsh & Nicholson Financial Group is ready to help you with fixed or variable annuities setup and management today. We assist in helping to create a payment plan and strategy suitable for your financial plans.


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