Walnut Investment Services Treats Local Clients to Complimentary Financial Investment Planning Consultation

Share Article

Financial investment planning company opens doors to clients looking for financial advice and money management. Walnut Investment Services is working with individuals, families and small businesses who need guidance on investments, retirement planning, 401k rollovers or just portfolio reviews.

News Image
Many folks have old 401k plans...they let the plan stay with the employer, instead of taking it with them to another management firm where they will have greater control and investment options.

Brooklyn-based Registered Investment Advisors, Walnut Investment Services LLC, announced that it will now offer small businesses and other local customers a free one hour investment consultation. The company is also extending complimentary portfolio reviews.

Since the 2008 financial crisis, Mark Blinderman, the firm's founder and managing partner, says he has seen an increase in demand for financial advice. In 2008, the stock market experienced a crash, and at least 15 different banks were impacted, as well as several European financial institutions. Many countries proceeded to shut down their markets. Domestically, the 2008 banking collapse made citizens weary of banks and the stock market.

Walnut Investment Services is working with clients to create financial plans for individuals, families and small businesses with the goal of securing their financial futures. Businesses that wish to manage their retirement and investment plans will also benefit from the company's services.

The company also states that employees are increasingly seeking opportunities to implement investment and retirement plans, such as IRAs and 401k.

"Many folks have old 401k plans from former employers and very often they do not know what to do with that money, and [they] let the plan stay with the employer instead of taking it with them to another management firm where they will have greater control and investment options," says Mark Blinderman, Managing Partner at Walnut Investment Services.

Blinderman also states that some of the company's clients have multiple retirement accounts and are looking for a way to consolidate and manage their funds.

Both Mr. Blinderman and his partner, Harvey Kraus, are Registered Investment Advisors. The company offers wealth planning, tax advising and retirement planning, as well as college planning. The latter service helps families put aside money for their children's education, using 529 Plans, and Coverdell Education IRA.

Walnut Investment Services is based in Brooklyn, and typically caters to local clients.

Walnut Investment Services provides professional, independent and unbiased financial planning and investment management solutions. For more information, please visit walnutfund.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Mark Blinderman