Specialty:
“Walton Financial Group Inc. team of financial security advisors works with lawyers and tax planners to help individuals, families, and small business owners set long-term financial goals by managing risk and addressing solutions for investments, income protection, retirement, and estate planning. Bradley Walton is the founder and president of the firm. Before entering the financial services industry, he spent seven years working in business consulting. The team suggests a customized plan with specific recommendations to achieve their goals. They have been together for over eight years, giving them more than 100 decades of collective experience. They strive to provide their clients with consistent, high-quality financial security planning services. With their head office in Barrie, Ontario, they are well-positioned to service clients from all over Simcoe County, including Collingwood, Orillia, and Midland. They offer a broad range of financial services to both businesses and individuals, from top-performing investment and savings solutions to retirement income, life insurance, and estate planning.”
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