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Walden Capital Advisors, LLC
       
 
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Additional information
 
Walden Capital Advisors, LLC
 
 
Overview: 

At Walden Capital Advisors, we understand that these are complex times and making financial decisions on your own can be daunting. Working with a trusted partner – someone who takes the time to learn about your personal situation, assess your needs objectively and develop an appropriate investment strategy – can ease the burden of this process and give you peace of mind about your future. We believe that success is achieved by building strong and lasting relationships with our clients. We take a personal approach to investing and pride ourselves on providing our clients with:
Personalized service
Comprehensive reporting in an easy-to-understand format
Diversified investment strategies

Our Services
Walden Capital Advisors offers a wide range of services designed to help you reach your financial and life goals:     
    
Investment Management – to help you achieve your short- and long-term objectives.      
Retirement Planning – to assist individuals and families prepare for retirement.      
Education Planning – to prepare for the high cost of college.      
Small Business Retirement Plans – to provide access to both pooled and self-directed retirement plans.      
Tax and Estate Planning – to pass on your wealth to your family and/or favorite charities.      
Financial Education – to help with budgeting, cash flow, goal setting and financial decision-making.
History: 

Founded in 2006 by Jill Broder Steinberg, President.


 
 
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