Our Investment Products and Services: For a Sound, Comprehensive Investment Approach

As a full-service investment firm, Hennion & Walsh offers a complete selection of financial products and services to help preserve and grow your wealth.

We understand that financial management extends far past crunching the numbers and planning portfolios. It’s about getting to know our clients, their lives, their goals, and translating everything we know into a plan that will serve them now and in the future. Then we go a step further and provide you directly with everything you’ll need to weather life’s uncertainties: insurance policy reviews, 401k rollovers, unit investment trusts, mutual funds, estate planning advice, and more.

We like to say around here that it all comes down to trust – and we mean it. Our job is not only to manage your investments as diligently and carefully as possible; it is to inform, advise, and guide through an increasingly complex financial landscape. At Hennion & Walsh, we pledge to provide the sterling service and the high-quality financial products that will grow both your investments and your trust in us.

Make a selection from the dropdown menu in the navigation bar to learn more about the other financial services and individual products we provide, such as mutual funds, unit investment trusts, estate planning, retirement account, and more.