Jeff Walker
- Role
- Advisor at Thrive Financial Services
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jeff Walker
As a Retirement and Tax Planner, I assist families in creating a worry-free retirement by…
Experience
Advisor
Jul 2019 — Present
Investment advisory and financial planning services are offered through Thrive Capital Management, LLC; a SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered or exempted from registration requirements. All information contained herein is for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation or recommendation to purchase any security. Investing involves risk, including the potential for loss of principal. Past performance does not guarantee future results. The recipient should not construe the contents of this presentation as legal or tax advice and should contact their own professionals for legal and tax advice and other matters relevant to the suitability of an investment for the recipient.
Skills
- Life Insurance
- Wealth Management
- Wealth
- Investments
- Securities
- Disability Insurance
- Investment Management
- Financial Analysis
- Term Life Insurance
- Leadership
- Finra
- Financial Planning
- Pensions
- Mutual Funds
- Retirement
- Asset Allocation
- Microsoft Excel
- Portfolio Management
- Finance
- Financial Advisory
- Financial Services
- Small Business
- Retirement Planning
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