Walton Financial Group Inc - Barrie, Ontario

Danny J.

Jeff Cook and the whole Walton financial team are fantastic to work with. I would highly recommend them for any of your financial planning or life insurance policies. They make you feel part of their family 😊keep up your amazing work

Thanks

Danny Jennings

Chantal B.

I highly reccomend Walton Financial Group. We work with advisor Jeff Cook who is so great! He is welcoming, professional, clear and consistent with communication and really cares about your financial goals. You will be in great hands working with the team at Walton!

Joshua V.

I worked with Jeff Cook on my advisory needs and throughout the entire process he was professional, timely, personable and a great person to work with. I felt reassured he had my best interests in mind and he approached my file with diligence and holistic outlook. I look forward to working with Jeff in the future and will be recommending him to friends and family.

Rod B.

We may not want to admit it, but at some point, many of us will need an expert to assist with financial matters. This past year, we realized that we are those people. Over the course of several meetings, Bradley Walton helped us to determine our financial status and define our goals and estate plan.

Bradley’s professionalism and attention to detail stood out. He is always responsive, patient, and genuinely seems invested in our success. We felt supported throughout the process, and his proactive approach to planning and problem-solving has been reassuring.

Our situation has a few financial wrinkles, and Bradley helped us work through them, and he connected us with an estate lawyer and an accountant.

Going forward, we look forward to working with Bradley and the Walton Financial Group.

Jeff W.

I have been working with Brad, and Walton Financial, since 2016. He is great at what he does plain and simple. I have learned new ideas and financial planning concepts that I didn’t know existed. Not only has he helped me grow financially, but is always willing to take the time to share his own ideas and experiences and explain how they might benefit me. I would recommend Brad to anyone who asks.

Jessica C.

Walton Financial is the best! Our family has been working with Brad for 10+ years and always leave happy, informed and confident in our financial decisions. He's extremely passionate, invested and genuinely cares about his clients. My parents (also clients) recently passed away. Brad made himself available to provide guidance and answer any questions as we navigated our way through everything. The entire team at Walton Financial is fantastic and we highly recommend them to anyone looking for a Financial Advisor.

Cathy T.

Brad and his team have helped us for years. He is always professional, well prepared to review our portfolio and make recommendations for improvements. We are confident we are heading into retirement in good hands financially.

Monique M.

My husband and I were referred to the Walton Financial Group Inc. and we have had the best and most welcoming experience! We are working with Jeff and he has been so kind and helpful! We feel confident investing with Walton Financial Group Inc. and we look forward to what the future holds! Highly recommend. The warm chocolate chip cookies are also a nice bonus - yum!