Don't fall prey to the all-too-common phenomenon of overconfidence. Working with a financial advisor can help you make rational, objective decisions when it comes to your finances. Learn more about our experience today: https://hubs.la/Q02xnYYs0 #FinancialAdvisor #Sarasota
Walsh & Associates
Financial Services
Sarasota, Florida 139 followers
Registered Investment Advisor
About us
Joe Walsh Jr. founded Walsh & Associates in 1986 for people seeking financial guidance without product or sales influence. Originally one advisor and his assistant serving the DeKalb, Illinois area, Walsh & Associates has grown to a staff of 13 with a second location in Sarasota, Florida, and clients around the country. Joe has been joined by his sons Joe III, Michael and Tom, who share his value of client-first financial planning. This means that instead of simply parking your money someplace safe and returning it to you when you need it, we will inform and guide you to choose financial goals appropriate for your family, establish a long-term financial strategy personalized for you and monitor for market changes and new rules and guidelines that might signal the need for adjustments to your strategy. We chose LPL Financial, one of the nation’s largest independent broker-dealers, to support us. They have no proprietary products to sell and no investment banking relationships to promote. Our collective knowledge and experience and the extensive resources and support we receive from LPL Financial makes Walsh & Associates well-equipped to tackle even the most complex financial situation, finally giving you the financial confidence you deserve. -- Securities offered through LPL Financial. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
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http://www.walshandassociates.com
External link for Walsh & Associates
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Sarasota, Florida
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Wealth Management, Comprehensive Wealth Management, Financial Services, Retirement Planning, Estate Planning, Charitable Giving, Financial Strategies, and Financial Planning
Locations
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Primary
Get directions
2350 Fruitville Rd, Suite 201
Sarasota, Florida 34237, US
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Get directions
444 E. Hillcrest Dr, Suite 230
DeKalb, Illinois 60115, US
Employees at Walsh & Associates
Updates
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Looking for a Financial Advisor in the DeKalb, Illinois area? We're here and ready to help you work toward your financial goals! Our team in #DeKalb specializes in collaborating with businesses and individuals to build adaptive plans to reach their goals. Reach out today at 815-748-2130, and learn more about our team here: https://lnkd.in/eVp2W6qE #FinancialAdvisor #Retirement
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To all the moms who have given us life, taught us to love, and shown us how to be strong, we thank you. Your selflessness, patience, and guidance have shaped us into the people we are today. 🌷🌸🌺 #mothersday #thankyou #mom #sarasota #Dekalb
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Interested in saving money on capital gains taxes and maximizing your investment returns? Looking for valuable strategies to reduce tax liabilities? Today's blog post shares effective insights and techniques: https://lnkd.in/ehxVgew4 #FinancialAdvisor #Sarasota #DeKalb
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Happy Birthday to the one and only "Big Joe" Walsh! 🎉🎂 Your dedication to your family, clients, and your business is truly inspiring. From all of us at Walsh & Associates, we wish you a day filled with lots of laughter and all the happiness in the world. Cheers to another year of you! #HappyBirthday #FinancialAdvisor #WealthAdvisor #Family #Sarasota #DeKalb
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It's all about the path you choose, not just the end goal! #MondayMotivation #FinancialAdvisor #Sarasota #DeKalb
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Don't fall into this trap! Watch the video to find out what anchoring bias is and how it could be impacting your financial decisions. #FinancialAdvisor #Sarasota #DeKalb
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While you all know Joe III as your Wealth Advisor and friend, we bet you didn't know that he's pretty handy around the house! 🧰🛠️ Maybe that's why he describes his perfect morning as "getting up early before the sun and watching This Old House and Ask This Old House!" Learn more about Joe III here: https://lnkd.in/eq895fqn #GetToKnowUs #TeamWalsh #TeamSpotlight
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We want to give a huge shout-out to our incredible team of dedicated and talented Administrative Assistants! Iris, Christine, and Erin, we couldn't do it without you! Learn more about our wonderful team members here: https://lnkd.in/ewmHeYub #FinancialAdvisor #Sarasota #Dekalb #AdministrativeProfessionals
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At Walsh & Associates, expertise is not just a word - it's a commitment. 💼📚 Our core values drive us to continuously learn and grow, ensuring that we provide you with the highest level of financial knowledge and guidance. Learn more about our values and what drives us: https://lnkd.in/eqwi7Z_q #Expertise #ContinuousLearning #FinancialAdvisor #Sarasota
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