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Tony Walker Financial
Tony Walker Financial : Planification de retraite de confiance avec un service personnalisé axé sur le client.
5(5 avis)
Insurance
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Tony Walker Financial : Planification de retraite de confiance avec un service personnalisé axé sur le client.
Tony Walker Financial à Louisville aide ses clients à construire une retraite sans souci grâce à une planification de retraite sur mesure et une communication claire. Situé au 8303 Shelbyville Rd, le cabinet est reconnu pour son personnel professionnel et sympathique et pour un parking pratique. Les avis soulignent des événements organisés et accueillants, tels que la Journée annuelle d’appréciation des clients, ainsi que des mises à jour et un soutien fiables lorsque cela est nécessaire.
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Des plans de retraite personnalisés adaptés à vos objectifs financiers, assurant un revenu stable et une sécurité à long terme.
Des solutions d'assurance complètes pour protéger vos actifs et vous apporter une tranquillité d'esprit pendant la retraite.
Des consultations individuelles pour passer en revue vos finances, répondre à vos questions et élaborer des stratégies pour un avenir sans souci.
Une communication et une assistance continues pour ajuster les plans au besoin, avec une distribution mensuelle fiable des revenus.
Événements annuels, comme la rencontre de Churchill Downs, pour célébrer et remercier les clients dans une atmosphère élégante et détendue.
I've had the pleasure of working with Tony Walker Financial for the past five years, and I only wish I had connected with them sooner. They exemplify what it means to be a true business partner—earning your trust and continually proving their value by genuinely caring for you and your financial well-being. I have full confidence in their ability to help make your money work for you and last throughout your retirement years. A heartfelt thank you to Tony and the entire team for your dedication and support—I truly feel secure in your hands!
Tony and his team are awesome! When I first contacted Tony, I was not sure what to do or if I even had enough money in my 401K to retire. I had emailed Tony to start the process to see if he thought I even had enough money to retire, then he called me, after we talked on the phone, we setup an appointment for my wife and I to meet him at his office. After talking to Tony and giving him all of our information he and his team put together a retirement plan for us that would meet our needs. once the plan was complete, we met again in his office so he could go over the plan, and we could ask questions. We were ready to hire Tony and his team right then and there. Tony said no I want you to go home, talk it over and think about it, then if you still want to hire us you call back, make an appointment and we will be happy to start working for you. This really impressed me as other advisors that I had already talked to wanted me to hand over my funds on the first meeting with no plan to show me. Tony is very sharp, very professional, very friendly, very easy to talk to and just all around a great person. I have been retired for almost two years now. Our check is in the bank on time every month. All of the staff at Toney Walker that I have had interactions with have been just like Tony, very friendly, professional and kind. Tony and his team have given us piece of mind in our retirement. Just like his slogan says, we have a "worry-free retirement", and we could not be happier.
If you are retirement age and need help arranging a worry free retirement plan, Tony and staff are the ones to trust to get it done. My husband and I first contacted Tony about 10 years ago. He got to know us and our situation and then developed a plan that was right for us. We are 5 years into retirement at this point and all is going well as planned. We used the Louisville office which is very nice and a convenient location with plenty of convenient parking. Communication between Tony's staff and clients is always excellent being professional and prompt. I feel Tony and staff are very trustworthy and you can depend on them having your best interests at heart. PS Tony has a client appreciation event every year which is super nice of him. That's just the kind of guy he is! Thanks Tony!
I was thrilled to attend Tony's annual Client Appreciation Day at Churchill Downs. From the moment I walked through the gates, everything about the event felt impeccably organized, welcoming and very classy. The food was abundant and delicious, with a wide variety offered through the buffet...and no meal would have been complete without the delectable desserts. Beyond the wonderful hospitality, the atmosphere was relaxed and genuine. We even made new friends with Pam & Jerry (aka Tom & Jerry 😉 per my wife). Not once did anyone attempt to sell us something or talk about finances. This day was truly about appreciation, and Tony and his team executed it flawlessly. Thank you and your staff for all that you do to assist us in our retirement. Stay blessed.
Thank you Tony and staff for making our retirement plan so easy to decide on. We love our “mailbox” checks and appreciate the knowledge and communication we receive any time we need it from your office! We are very pleased with your services and thank you for allowing us to join the Tony Walker family. I personally appreciate you following God’s plan above all! It’s so nice to finally enjoy the “good bacon”! If you don’t know what that means, call Tony! 😁
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