Hennion & Walsh, Inc.

Investments, Financial Services, Investment Advisory Service

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Today: 8:30 am - 5:30 pm

Tomorrow: 8:30 am - 5:30 pm

34 Years

in Business

(800) 836-8240Call Visit WebsiteVisit Website Map & DirectionsDirections374 Millburn AveMillburn, NJ 07041 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm
Sat - Sun	Closed

Hennion & Walsh, Inc.

Charitable Giving
Consider Charitable Giving: Charitable giving can be an effective way to maximize your estate while supporting causes that are important to you. By including charitable donations in your estate plan, you may be eligible for tax benefits while making a positive impact on society. Consult with a financial advisor or estate planning professional to explore the various charitable giving strategies available and determine the best approach for your estate.

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General Info

Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation?s premier provider of investment services to and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh?s heritage is being one of the nation?s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.

Email

Extra Phones

Fax: (973) 299-0692

TollFree: (888) 505-1631

Local: (973) 299-8989

Location

School House Plz

Accreditation

FINRA, SIPC

Other Link

http://www.hennionandwalsh.com

Categories

Investments, Financial Services, Investment Advisory Service, Investment Management, Investment Securities

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Details

Phone: (800) 836-8240

Address: 374 Millburn Ave, Millburn, NJ 07041

Website: http://www.hennionandwalsh.com

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Hennion & Walsh, Inc.

Charitable Giving
Consider Charitable Giving: Charitable giving can be an effective way to maximize your estate while supporting causes that are important to you. By including charitable donations in your estate plan, you may be eligible for tax benefits while making a positive impact on society. Consult with a financial advisor or estate planning professional to explore the various charitable giving strategies available and determine the best approach for your estate.
Estate Taxes
Roth IRA
Potential Tax Advantages: 401k rollovers can provide potential tax advantages. By rolling over your funds into a traditional IRA, you can defer taxes until you withdraw the money in retirement. Alternatively, if you choose a Roth IRA, you can enjoy tax-free withdrawals in retirement, provided you meet certain criteria. Consult with a financial advisor to determine the best tax strategy for your specific situation.
Income Tax
Like any borrower, local governments pay interest on municipal bonds to investors that own or hold them. Interest on municipal bonds is typically paid every 6 months. Interest earned from municipal bonds is exempt from federal income taxes, and, depending on the residence of the bond holder, may also be free of state and local taxes.

Investment Management
Portfolio management, at its core, is the art and science of investing capital with the goal of maximizing investment returns at a specific, desired level of risk. At one extreme end of this spectrum are ultra-aggressive investment strategies that seek to maximize return with a high appetite for risk. At the other extreme end of the spectrum are ultra-conservative investment strategies that seek to minimize risk, understanding the potential limitation on return potential. For any strategy in between, there is an optimum point at which the desired risk level matches an expected return. The line that accounts for these various risk/return combinations is called the “efficient frontier”.
Mutual Funds
As a full-service securities firm, Hennion & Walsh offers a complete array of financial products and services including fixed income, equities, mutual funds, unit investment trusts and insurance. Because our primary concern is your financial security, we focus on making high-quality, conservative investments readily available to the public. We specialize in fixed-income investments and are considered specialists in tax-free municipal bonds. Bonds are a dynamic investment. While some of our clients are looking to buy bonds and hold them, others are interested in more frequent trading opportunities. We provide the investment opportunities that each client is looking for, with a full-service municipal bond trading desk, current market information and investing opinions designed to enable you to make the right decisions.
Bonds
Wealth Management
Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh’s heritage is being one of the nation’s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.
Money Market Funds
In planning your portfolio, we consider the full range of available asset classes, including the major categories of stocks, bonds, and cash (including money market funds), as well as certain non-traditional asset classes such as real estate, precious metals, and other commodities. We further break down these major asset classes into sub-asset classes by looking at factors such as market capitalization, style, regional focus, multinational focus, quality ratings, dividend yield, and other factors. We then analyze the risk-adjusted performance of each of these sub-asset classes over time, both in isolation and in concert with the broader markets. This allows us to discern to a high degree of specificity which combination of asset classes is best suited to your investment goals, and which sub-asset classes may compliment the strengths or counterbalance certain areas of risk within your existing portfolio.

Accounting Services
A security which is not available in physical form. A centralized securities depository holds the security on behalf of its owner. When the security is sold, ownership is transferred by bookkeeping entry from seller to purchaser.
Bookkeeping Services

Financial Planning
Retirement Planning
Life insurance is often associated with providing financial protection for loved ones in the event of the policyholder’s death. However, it can also serve as a valuable investment tool for retirement planning. Here are some key benefits of incorporating life insurance into your retirement strategy...
Long Term Care
As individuals age, the need for long-term care becomes a reality for many. Long-term care policies offer financial protection and peace of mind by covering the costs associated with extended care services. Here’s why incorporating long-term care policies into your retirement plan is essential...
Asset Management
Next comes the cornerstone of our process: asset allocation. The Hennion & Walsh investment approach holds that overall portfolio performance is determined primarily by the performance of the combination of its major asset classes, not the performance of its individual components. Furthermore, we encourage diversification across a range of asset classes and sub-asset classes to help insulate the portfolio from wide market fluctuations; a portfolio that is overly invested in a single asset class can expose the investor to unacceptable levels of risk.
Asset Protection
Asset Protection: Long-term care can be expensive, and without proper planning, it can quickly deplete your retirement savings. Long-term care policies help protect your assets by covering the costs of nursing homes, assisted living facilities, in-home care, and other related services. By having a policy in place, you can ensure that your hard-earned savings are preserved for other retirement expenses or passed on to your beneficiaries.

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