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BECAUSE IT'S YOUR MONEY, YOUR INVESTMENTS... YOUR LIFE
Walnut Investment Services offers independent and highly personalized investment planning and advisory services.
Registered Investment Advisors in Brooklyn, NY
We are Registered Investment Advisors, Tax Specialists and Certified Estate Advisors, located in Brooklyn, New York. We provide professional, independent & unbiased financial planning and investment management solutions for individuals, families and small businesses.
Portfolio Management
We’ll design an investment plan for you, implement your investment strategy, and monitor your portfolio.
Tax Planning
Tax planning is the process of paying the least amount of tax that you are entitled to pay.
Retirement Planning
Set goals for your retirement date while implementing your investment plan.
College Planning
Your child’s college tuition could be one of the largest expenditures you ever make.
