Walsh & Associates

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2350 Fruitville Rd Ste 201, Sarasota, Fl...

Phone Number

(941) 952-1188

Revenue

$11.2 Million

Industry

Finance Securities Trading

About Walsh & Associates

At Walsh & Associates, the company's emphasis on education and industry knowledge to provide the best possible service in the interests of the company's clients comes from the company's foundation. As a successful entrepreneur in the restaurant industry, Mr. Walsh began his education in the financial field to better manage his own wealth accumulation. With years of education, numerous certifications, and a consistent stream of friends and family saying, "Go ask Joe, he'll know," he left the restaurant industry where he had achieved significant success to pursue sharing his passion of securing financial independence. The company's company has been built primarily through the referral process of "You need to talk to my friend Joe. As Walsh & Associates prepares to enter a third decade of business, Joe's ability to convey sound principles that carry through generationally is evident in the team he has built. Not only have his sons adopted the strong principles of finance in their own liveRead more
Walsh & Associates's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Walsh & Associates Org Chart

PhoneEmail
MW
United States flag for contact location.

Wealth Advisor

PhoneEmail
DZ
United States flag for contact location.

Legal Secretary

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Walsh & Associates

$11.2M
11-50
Private
<$5M
1986
MW
Michael WalshWealth Advisor
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2007
JO
Jamie O'CainManager, Operations
Illustration of an envelope

Walsh & Associates Tech Stack

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Frequently Asked Questions Regarding Walsh & Associates

What is Walsh & Associates's official website?
Walsh & Associates's official website is www.walshandassociates.com
What is Walsh & Associates's Revenue?
Walsh & Associates's revenue is $11.2 Million
What is Walsh & Associates's SIC code?
Walsh & Associates's SIC: 62,628
What is Walsh & Associates's NAICS code?
Walsh & Associates's NAICS: 52,523
How many employees does Walsh & Associates have?
Walsh & Associates has 11-50 employees
What industry does Walsh & Associates belong to?
Walsh & Associates is in the industry of: Finance, Securities Trading
What is Walsh & Associates competition?
Walsh & Associates top competitors include: Sterling Total Wealth Solutions, Stabler Wealth Management, Bernicke Wealth Management
What technology does Walsh & Associates use?
Some of the popular technologies that Walsh & Associates uses are: Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Walsh & Associates?
Walsh & Associates contact info: Phone number: (941) 952-1188 Website: www.walshandassociates.com
What does Walsh & Associates do?

At Walsh & Associates, the company's emphasis on education and industry knowledge to provide the best possible service in the interests of the company's clients comes from the company's foundation. As a successful entrepreneur in the restaurant industry, Mr. Walsh began his education in the financial field to better manage his own wealth accumulati... on. With years of education, numerous certifications, and a consistent stream of friends and family saying, "Go ask Joe, he'll know," he left the restaurant industry where he had achieved significant success to pursue sharing his passion of securing financial independence. The company's company has been built primarily through the referral process of "You need to talk to my friend Joe. As Walsh & Associates prepares to enter a third decade of business, Joe's ability to convey sound principles that carry through generationally is evident in the team he has built. Not only have his sons adopted the strong principles of finance in their own lives, but have chosen to also pursue careers as members of the Walsh & Associates team.Read More

What are Walsh & Associates social media links?
Walsh & Associates Linkedin page Walsh & Associates Twitter page Walsh & Associates Facebook page
Is Walsh & Associates a public company?
Walsh & Associates is private company therefore does not currently have an official ticker symbol
See more information about Walsh & Associates

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