As a former Certified Financial Planner myself for over 30 years, I know a good planner when I meet one! Walter is one of the best, his expertise and formal qualifications are impressive but even more than that is the level of care he shows his clients. I even recommended my daugher and son-in-law secure Walter as their planner, and they are extremely happy too!
We could not speak more highly of the level of service, knowledge, integrity and professionalism we experienced working with Walter on our insurance needs. He spared no amount of effort in providing us with the advice and guidance to ensure we received the optimum result for our situation. His flexibility in working around our busy schedules was amazing and really appreciated.