February 13 2015

Make A Difference Day At Waller Financial

Every year our firm celebrates Make a Difference day. We volunteer at a local organization so we can give back to our community.

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January 17 2015

“We share and utilize the 100 plus years of experience that we collectively have versus the 10, 15, or 20 years of experience that the individual has.”

Jason Eliason, CFP®, ChFC®, CFA® Partner at Waller Financial Planning Group

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January 16 2015

“People want to pass on not only their valuables, which is easy to do, but also their values.”

Charles Kerwood III, CFP®, ChFC®, AEP® Partner at Waller Financial Planning Group

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December 13 2014

Legacy Press Winter 2014

Waller Financial’s Legacy Press provides investment advice and updated news in our offices.

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June 28 2014

Legacy Press Summer 2014

Waller Financial’s Legacy Press Newsletter – Summer 2014 Edition

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April 5 2014

Legacy Press Spring 2014

Check out our Legacy Press Newsletter for When Should You Engage a Wealth Advisor?, Five Year Bull Market… Really?, & Do Your Due Diligence.

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