If you are in the need for investment planning, retirement planning, or tax planning then make an appointment today with Jordan Walton and Walton Wealth Management Inc.
Services include current portfolio analysis, review current life insurance and annuity policies, and running customized reports on Social Security and income planning.
Jordan’s professional licenses include a Series 65 Uniform Investment Advisor Law Examination and a Life & Annuities Insurance License. He is an Investment Advisor Representative with Gradient Advisors, LLC. Gradient Advisors provide industry leading back office support as well as provide access to the professionally managed portfolios offered to our clients
Click the link below to learn more & make your appointment with Jordan!