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Reviews, get directions and information for Walton Financial Group Inc

Walton Financial Group Inc
Address: 126 Wellington St W #202, Barrie, ON L4N 1K9, Canada
Phone: (705) 733-8257
State: Ontario
County: Simcoe County
City: Barrie
Zip Code: L4N 1K9


Opening Hours

Monday: 8:00 AM – 6:00 PM
Tuesday: 8:00 AM – 6:00 PM
Wednesday: 8:00 AM – 6:00 PM
Thursday: 8:00 AM – 6:00 PM
Friday: 8:00 AM – 4:00 PM
Saturday: Closed
Sunday: Closed


related searches: financial advisor barrie, walton financial services, financial planning barrie
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Reviews
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.
7 years ago (29-08-2017)
Glenn Shaw and the team has provided excellent customer service. He has many years of financial experience and knows the markets. Glenn continues to educate himself and is in constant contact with investment managers. He is diligent about providing the best financial investment for your needs. Glenn goes above and beyond. We are very pleased with Walton Financial and would highly recommend them.
7 years ago (21-09-2017)
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.
7 years ago (03-09-2017)
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!
7 years ago (29-08-2017)
Brad and his team have been nothing but professional with my Wife and I. The Walton Financial team provided us with a ton of options for investment and insurance needs. They answered our questions honestly and helped us come up with a plan we feel very confident in. I enjoyed my experience so much I had my Mother come in and have a chat with Brad. Now she has her a plan in place for her own retirement. I am really happy with the service and treatment that I get from Brad and his team. I would recommend them to anyone.
7 years ago (28-08-2017)
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