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Retirement Income Planning and More in Philadelphia, PA

  • *Individual Financial Consulting
    • We offer personalized assistance for any finance management needs. For quality individual consulting in PA, contact us today.
  • *Retirement Income Planning
    • Our retirement planning services offer you stability when planning for your future. If you are looking for personal retirement planning or retirement planning for businesses in the Philadelphia area, choose Walsh & Nicholson. Our PA qualified retirement income planning for businesses, especially in the Philadelphia area, is known for excellent service and communication. We’ve got you covered for retirement planning in PA and, specifically, Philadelphia.
  • *Fee-Based Planning
    • With a fee-based planner, you can start a financial partnership based on investments. This is mutually beneficial to both the planner and client, boosting incentive for both parties to earn.
  • *College Planning
    • For young, new college students who need assistance, Walsh & Nicholson will assist you in setting up your financial future. The expenses of college life can be overwhelming, so we have experts ready to help you succeed.
  • *Investment Services
    • Our team will help you select investment prospects. If you are in PA, especially in the Levittown area, we have financial advisors ready for you.
  • *Mutual Funds
    • With our mutual funds program, you have the opportunity to join other investors for the potential of having a better return. With financial advice that Walsh & Nicholson will provide you with may help guide you in the right direction.
  • Brokerage Accounts
    • You have the possibility of setting up your brokerage account with Walsh & Nicholson for potential savings strategies.
  • Life, Health, & Disability Income Insurance
    • Here we help secure you with the nominal and ideal health insurance package...
  • Estate Planning
    • For estate planning needs, we offer distribution of your assets while helping to keep taxes at a minimum.
  • Elder & Long-Term Care Planning
    • Think ahead. Walsh & Nicholson offers long-term planning so that you can retire in the style you hope to have without any unnecessary financial doubts or concerns.
  • Employee Benefits & Qualified Retirement Planning for Businesses
    • For PA business owners, we can assist you in figuring out benefit systems with our PA qualified retirement planning for businesses, especially for businesses in the Philadelphia area. Wherever in PA you may be located, Walsh & Nicholson will help you create an efficient system to help with employee benefits and retirement planning.
  • Services for Closely-Held Businesses
    • If you own or are a part of a closely-held business, we have planning for whatever your needs may be, no matter how unique to your business they are. We understand the value of family, so we aim to help keep your funds in your hands.
  • *Fixed and Variable Annuities
    • For both fixed and variable annuity setup, contact us today. We will help you create a payment plan that works for you, regardless of your situation or needs.