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      Details

      Investment Advisor Representatives / Tax & Financial Planning

      General Info

      MILLSON\WALKER FINANCIAL GROUP, LTD ABOUT THE PRACTICE: Millson/Walker Financial Group, Ltd is full-service financial planning firm dedicated to helping people build and maintain their financial independence. We believe that people who make well - informed decisions can have peace of mind and a sense of security and control over their lives. Wealth management is a team sport, we serve as financial coaches. Centrally located in the Tri at 7000 Houston Road in Florence, Kentucky, we specialize in the design and implementation of customized financial plans for individuals and businesses. Barry S. Millson, the president of MWFG, entered the financial services industry in 1976 providing insurance analysis, retirement planning and estate planning services. Barry is committed to continuous learning to promote professional excellence. He is a Certified Financial Planner TM ( CFP ), a Chartered Life Underwriter ( CLU ) and a Chatered Financial Consultant ( CHFC ). He is a member of the Financial Planning Association and on the board of directors of Oakbrook Swim & Tennis Club, Inc When he's not working, Barry enjoys time with his wife Melanie and their two children, as well as a married daughter and her husband. The Vice- President of the firm, Robert C. Walker, entered the securities business in 1981 providing investment analysis, income tax planning and preparation sevices. He is a Registered Principal of an Office of Supervisory Jurisdiction for a FINRA member firm. Robert spends his off hours with his wife Jennifer and their three daughters. With over 50 years combined experience, Barry and Robert take a comprehensive approach to wealth management. They help their clients plan and monitor both financial and non-financial goals. Sometimes the most challenging and rewarding are the non-financial goals, like time mananagement for busy professionals, as well as retirees - charitable activities and continuance of family values Barry and Robert are both Registered Securities Representatives of Questar Capital Corporation, member FINRA/SIPC. They are Investment Advisor Representatives of Questar Asset Management, a Registered Investment Advisor. They are both Licensed Insurance Agents.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 859-341-3000

      Address:
      7000 Houston Rd Florence, KY 41042
      Email:

      Link:

      http://www.mwfgltd.com

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      Categories
      Financial Planners, Financial Planning Consultants
      Services / Products
      comprehensive financial planning, asset management, estate planning, and risk management
      Payment Options
      amex, cash, discover, master card, visa
      Location
      Florence and surrounding areas
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