We provide professional, independent & unbiased financial planning and investment management solutions for individuals, families and small businesses.
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Walnut Investment Services LLC. is an investment advisor established in 1999 and based in Brooklyn, New York. We specialize in providing the highest level of personal financial advice to individuals, families and small businesses. Our team offers over 40 years years of combined experience matched with the focused attention and personal service of an independent, locally-owned company.
Providing solutions for the financial success of each and everyone of our clients is of paramount importance to us. Walnut Investment Services LLC was founded on the premise that the best financial advice should be independent, unbiased and customized for each client’s needs.
As a Walnut Investment Services client, we’ll design an investment plan for you, implement your investment strategy, and monitor your portfolio.
Investment planning considers your tolerance for risk, your time horizon, and your mix of taxable versus tax-deferred assets. Diversification is the key to reducing risk in your portfolio.
Retirement planning includes setting goals for your retirement date, projecting your living expenses and income, and then implementing and monitoring your investment plan.