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Alex Walford, Financial Advisor

Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Wealth strategies

About Alex

You may need to walk before you can run; but at some point, you really do need to run.

Here's what I mean: When you have a more complex set of financial needs – as would a self-employed professional or business owner – you require financial solutions beyond mutual funds. It's time to run with a long-term financial strategy and a sophisticated investment plan that's customized to your unique needs.

That's what I do. I spend time learning about your needs and wants, and together we craft a financial strategy to achieve your goals. That strategy typically includes individual stocks, Exchange-Trade...

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Office Information

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My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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