Walter H. Ammon is a comprehensive financial planner who assists his clients with individual investment planning. His mission is to provide practical and useful strategies to help them work towards their financial goals.

Wally helps to simplify what seems complex. Financial Planning means creating a plan to define and pursue the great opportunities of life (education, a meaningful retirement, legacies)...while defending against the great risks of life (premature death, disability, prolonged debility at the end of life). He creates plans for his clients that give them a basis on which to act, and continue to act, because they have faith in the plan’s long term efficiency. Wally believes that without a plan, clients are left to react and become driven by circumstances - fads, fears, and whatever is in the headlines on any given day. He believes it is very difficult to react your way to wealth.

Wally earned a Bachelor of Science Degree from the University of New Hampshire, where he majored in Business Administration. He has continued his professional education by completing his MBA at the University of Connecticut. As a Financial Planner he holds the following securities licenses: Series 7 (General Securities Representative); Series 63 (Uniform Securities/Blue Sky Laws); and Series 65 (Uniform Investor Advisor Law) with LPL Financial.

Wally offers a no nonsense approach to financial planning with direct answers to his client’s questions and concerns. He offers access to stocks, bonds, mutual funds, ETFs, and other investment/insurance opportunities from a variety of companies with a diverse range of financial products. Understanding that a well designed plan is a road map to follow in helping a client pursue their financial goals, he offers comprehensive strategies to implement that plan.