Personalized Solutions

We are dedicated to each and every client.

At Hennion & Walsh, we believe in our clients’ dreams. We have an absolute dedication to helping you preserve and grow your wealth in order to finance those dreams. More than 15,000 clients call upon us for our advice and expertise. We deliver the kind of personalized service others only talk about — one-on-one attention that enables us to truly understand your needs and work in close partnership with you, regardless of account size. We do not have a call center or voice mail – we personally answer each call you make. We have built our firm’s reputation on developing strong, mutually beneficial relationships designed to last a lifetime. In short, we call it Bonding®.

Our primary concern is your financial security.

At Hennion & Walsh, we specialize in helping you preserve and grow your wealth through conservative growth and income investment strategies. Retirees, in particular, have suffered financially in recent years as the equities in their portfolios lost value. We work closely with you to ensure your portfolio is appropriately invested according to your investment goals and tolerance for risk. While we recognize the value of diversification, we also believe in the power of compounding. Investing in high-quality tax-free municipal bonds is just one of the ways our strategies help enable your portfolio to grow in consistent and predictable ways.

“We bring integrity to every transaction with every client. We work closely with you in order to help you have the confidence in your ability to make intelligent investment decisions. We truly care.”

We believe that high quality fixed income investments are the cornerstone of financial health.

As a full-service securities firm, Hennion & Walsh offers a complete array of financial products and services including fixed income, equities, mutual funds, unit investment trusts and insurance. Because our primary concern is your financial security, we focus on making high quality, conservative investments readily available to the public. We specialize in fixed income investments and are considered experts in tax-free municipal bonds. Unlike many competitors, Hennion & Walsh offers individuals direct access to municipal bonds in both primary and secondary markets. Bonds are a dynamic investment. While some of our clients are looking to buy bonds and hold them, others are interested in more frequent trading opportunities. We provide the investment opportunities that each client is looking for, with a full-service municipal bond trading desk, current market information and investing opinions designed to enable you to make the right decisions.

We are committed to helping you learn more about your investments.

We take your financial health very seriously. We believe that people make better decisions about their investments when they know more about their choices. Our job as financial advisors is to inform you about changing market conditions and other factors that might affect your decision-making. We offer investment seminars in our offices that help you learn more about investments, the market, long-term care planning, wealth management and estate planning. We also present these seminars free of charge to local professional and retiree organizations. We would be happy to speak to your group.

Our team is here to serve your needs.

We are grateful for the faith our clients place in U.S. when they ask us to help manage their portfolios. Each of our advisors understands and believes in our complete dedication to customer service. As a result, our philosophy of Bonding® — giving respectful, truly personalized service and the best financial advice possible — flows throughout the firm, no matter which professional you deal with. As a firm, we pledge that we will do everything in our power to keep your trust and confidence.

Our Solutions:

  • Municipal Bonds
  • Government Agency Bonds
  • Zero Coupon Bonds
  • Corporate Bonds
  • Certificates of Deposit
  • Unit Investment Trusts
  • Mutual Funds
  • Stocks
  • Money Market Funds
  • 401ks
  • IRAs
  • Pension & Profit Sharing
  • Fee-Based Money Management
  • Wealth Planning
  • Retirement Planning
  • Long-Term Care Planning
  • Estate Planning

No voicemail, no call center — just good old fashioned advice and service.

To speak to one of our financial advisors
call (800) 836-8240 today.

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