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        Walsh Asset Management, LLC was founded in 2000. We offer a full range of investment services, including investment management for individuals, businesses, foundations and churches. In conjunction with plan administrators, we help the plan sponsor coordinate the investment process of business retirement plans, including 401(k) plans, profit sharing plans, SEP plans, SIMPLE plans and money purchase pension plans. Bridging the investment management and retirement plan segments, we assist individuals in creating custom retirement plans. Through strategic alliances, we are able to offer clients access to various insurance products, including life, health, disability income, and long-term care insurance, along with estate plan formulation.
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        Categories
        Investment Management, Banks, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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        Details

        Phone: (513) 624-6618

        Address: 3914 Miami Rd Ste 201, Cincinnati, OH 45227

        Website: website

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