John W Walker II CMFC, CRPS
About this pro
I have entrusted ALL my finances with Mr. John and he has done an excellent job.Jul 23, 2016John W.'s reply
You guys are awsome. Im so glad I was able to helpType your response to this review.
My wife and I have invested virtually all our savings and retirement as John Walker has advised us. Though diverse and in different forms our investments have grown and are giving us a monthly subsidy plus a trust for our future. We trust John's guidence.Jul 21, 2016John W.'s reply
Im thank you for the positive review. God Bless
I was new to investing and John was so informative and helpful. Made me feel so comfortable. Very very helpful, knowledgeable and actually made me feel he wanted what was best for me. Not what was going to benefit him more. Can't praise him enough! Definitely recommend.Jul 21, 2016John W.'s reply
Susan , Thank you for your support.Type your response to this review.
When John Walker did our financial plan we were very impressed with his honesty, Integrity. knowledge and his no-pressure approach. He was extremely helpful. I would recommend John 100%. Because of John I feel like my financial house is now finally in order. Thank you so much John!Jul 20, 2016John W.'s reply
Thank you so much for the kind words.
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- What should the customer know about your pricing (e.g., discounts, fees)?As a consumer Pricing is a very important part of your decission making process. I'm a consumer just like you. As a result you will be treated both honest and fairly. Because everyone is different and unique, it would be unfair to say exacly what the cost is before we know what the job is. I try very hard to make sure fees and cost do not discurage you from achieving your financial dreams. Therefore, I have both fee based and comission based pricing avalible for my clients. The great thing is, You will know about fees and cost, both hidden and open once we determing what your goals and objectives are. You will not make a decision without first knowing the cost.
- What is your typical process for working with a new customer?When working with a new potential client, the first step is to help identify your goals and objectives and to determing if I can help or if you want my help. If we agree you would benifit from my services, then we proceed with a more indepth fact finder. This alows me to have a better understanding of your unique situation. Based on the information gathered and shared, a plan is then developed and taylored to help you start to achive the goals and objectives we discussed. Its your financal future....Let me help. It's worth getting a second opinion.
- What education and/or training do you have that relates to your work?I have been a financial advisor for over 20 years. My degrees are in Economics and Business Administration. I hold both CMFC, & CRPC designations through The American College. I have several securities licences, including a Series 7 and Series 66. In addition, I have licences for Life Insurance, Annuities, Varriable life, Varriable Annuities as well as Long term care and Disability insurance.