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VerifiedFinancial Services· Founded 1991

Walters Financial Group

Walters Financial Group is an independent financial services firm located in Clarkston, Michigan. We create insurance and investment plans that are tailored to meet the individual needs of each client. We work closely with business owners, educators and other professionals regarding employee benefits plans, personal investments and insurance planning. As a family-owned business, established nearly 3 decades ago with over 70 years combined experience, our clients are treated with honesty, integrity and loyalty. Clients can expect to develop long-term relationships with our advisors and staff. Representatives offer products and services using the following business names: Walters Financial Group- insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Walters Financial Group. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

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HeadquartersClarkston, United StatesEmployees8(1 to 10)Annual revenue<$1MFounded year1991Websitewaltersfinancialgroup.comLinkedIn profileLinkedIn

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Top roles at Walters Financial Group

8 distinct titles indexed · top 8 shown.

  • 1admin ass't
  • 1agent
  • 1data center and network specialist
  • 1financial advisor and head of operations
  • 1group benefits manager
  • 1insurance representative consultant
  • 1office administrator
  • 1owner

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