Question 1

What services does Walz Financial Services offer?

Accepted Answer

Walz Financial Services offers a range of financial services, including financial consulting, investment management, and retirement planning. They provide access to a variety of products and tools, such as videos, flipbooks, and calculators, to help clients achieve their financial goals.

Question 2

What is the background of the financial advisors at Walz Financial Services?

Accepted Answer

Ken Walz, the founder of Walz Financial Services, is a Chartered Financial Consultant (ChFC) and has been licensed in multiple states to provide financial services. The firm also employs additional financial advisors who are licensed and trained to assist clients.

Question 3

What types of resources are available on the Walz Financial Services website?

Accepted Answer

The Walz Financial Services website offers a variety of resources for clients, including educational articles, calculators, flipbooks, and videos. These resources cover topics such as tax planning, estate planning, and business financing options.

Question 4

How can clients contact Walz Financial Services?

Accepted Answer

Clients can reach Walz Financial Services by phone at

Question 5

Is Walz Financial Services affiliated with any other financial institutions?

Accepted Answer

Walz Financial Services is a separately owned and operated entity. Securities offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Walz Financial Services is independent of Osaic Wealth and does not provide tax or legal advice.

Walz Financial Services

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About Walz Financial Services

Frequently Asked Questions about Walz Financial Services

What services does Walz Financial Services offer?

What is the background of the financial advisors at Walz Financial Services?

What types of resources are available on the Walz Financial Services website?

How can clients contact Walz Financial Services?

Is Walz Financial Services affiliated with any other financial institutions?

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