Jerry Walters and Associates is a Private Wealth Management, Business Consulting and Insurance firm providing quality products and services to wealthy people, start-up, emerging and mature business. Our firm prides itself in the proprietary process we use to truly discover and understand the needs of our clients. Once those needs are identified then the associates with the skills and qualifications to design and execute appropriate strategies are chosen to work with those clients. Our firm has no proprietary products. All of the firm’s products and services are custom designed and priced for each client’s unique needs.
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Contact us today for a no fee initial conversation. Please email: firstname.lastname@example.org or call 866-705-0524. We look forward to working with you.