Walsh and Nicholson Financial Group

  • Financial Services
  • Wayne PA
  • 6 employees
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Company Overview

Headquarters
119 W Wayne Avenue, Wayne PA
Website
wnfg.com
Employees
6
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Walsh and Nicholson Financial Group

Walsh and Nicholson Financial Group is a financial services company based in Wayne, Pennsylvania. The firm consists of six employees and generates revenue exceeding $10,000. Their primary focus is providing retirement planning advice and developing customized investment strategies for individuals. They emphasize understanding a client's risk tolerance, time horizon, and financial goals to create a personalized plan that balances risk and growth. Walsh and Nicholson Financial Group aims to guide clients through the complexities of today's economic environment, identifying opportunities and helping them make informed decisions to build a secure financial future. They emphasize the importance of sound financial planning and decision-making for retirement success. For those seeking financial guidance and retirement planning services, the company can be reached through their website at wnfg.com.

Company Leadership

Kevin Nicholson

Co-Founder

Phone Email
Brian Walsh

Co-Owner

Phone Email

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FAQ

What is the location of Walsh and Nicholson Financial Group's headquarters?
The headquarters of Walsh and Nicholson Financial Group are situated at 119 W Wayne Avenue, Wayne PA
What is Walsh and Nicholson Financial Group's official website?
The official website of Walsh and Nicholson Financial Group can be found at wnfg.com.
What is Walsh and Nicholson Financial Group's current revenue?
As of August 2023, Walsh and Nicholson Financial Group's annual revenue reached $10B.
How many employees does Walsh and Nicholson Financial Group currently have?
Walsh and Nicholson Financial Group employs approximately 6+ people as of August 2023
Which industries is Walsh and Nicholson Financial Group primarily operating in?
Walsh and Nicholson Financial Group operates in the following industries: Credit, Finance
Who is the Co-Founder of Walsh and Nicholson Financial Group?
Walsh and Nicholson Financial Group's Co-Founder is Kevin Nicholson

Employee Directory

Key Employees

Steve Jolley

Executive Vice President, Senior Advisor

Phone Email

Dominick Leuzzi

Financial Advisor

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Dharma Bohall

Client Service & Operations Specialist

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