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Courtland Walker Financial Group – The Importance Of Working With A Fiduciary

Posted on Wednesday, November 7, 2018 at 1:13 am

Courtland Walker Financial Group is a full-service financial firm, committed to helping retirees achieve their financial goals. For over 19 years, Rob DeChick has served as a trusted advisor to individuals and businesses in Lake County and Central Florida. He is a Fiduciary that has been awarded the prestigious Five Star Wealth Manager of the Year by Orlando Magazine for many years in a row.
At Courtland Walker, we are committed to maintaining the highest standards of integrity and professionalism in our relationships with each of our clients. We follow the SEC fiduciary standard, which means we act in the best interest of our clients to ensure that all advice is suitable to the client’s objectives and needs.
As an independent advisor, Rob partners with many large companies to accomplish your investment objectives. We specialize in dealing with individuals reaching retirement. We help service retirees from large companies such as Lockheed Martin, Disney, Publix and Lake County Schools. We truly believe that the retirement phase of life requires the use of a specialist. You wouldn’t go to a dentist for a heart problem. Why would you go to a bank or an auto/home insurance agent for specialized retirement planning? Our team includes CPA’s, CFP’s®, Attorneys and Investor Advisor Representatives to accomplish your estate and retirement needs.
For a free consultation call 352-432-5947. We are located at 1635 E. Highway 50, Suite 103.
Securities Offered Through D.H. Hill Securities, LLLP. Member FINRA & SIPC.
Advisory Services Offered Through D.H. Hill Advisors, Inc., A Registered Investment Advisory Firm.