Portfolio management
Creates investment plans, implements strategies, and monitors portfoli
Walnut Investment Services
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About Walnut Investment Services
An independent registered investment adviser. Established in 2000 and based in Park Slope, Brooklyn, Walnut Investment Services advises individuals, families, and small businesses. The firm creates investment plans, implements strategies, and monitors portfolios. Retirement planning helps clients set goals for their retirement date. Services also include wealth management for families with complex needs, tax planning, estate planning, and college planning. The firm describes its advice as independent and customized to each client's needs. Its team includes investment adviser representatives with backgrounds in financial planning, investment management, accounting, and taxation. Walnut Investment Services is locally owned and provides personal financial and investment advice.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement planning
Helps clients set goals for their retirement date.
Tax and estate planning
Offers tax planning and asset protection planning.
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