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Guy R Walker, President - Wealth Management Strategies Insurance & Financial Solutions
3681 Sagunto Street, Santa Ynez, California, United States
About the Guy R Walker, President - Wealth Management Strategies Insurance & Financial Solutions
Guy R Walker, President - Wealth Management Strategies Insurance & Financial Solutions is a finance and insurance agency located at 3681 Sagunto Street, Santa Ynez, California, United States. The institution is dedicated to providing financial guidance to help individuals live a life of meaning and impact. They believe in infusing purpose into work and wealth to help clients align their values with their financial goals.
The firm focuses on helping clients understand and maximize all aspects of wealth, not just financial status. They offer services such as estate planning, wealth transference, executive benefits, and retirement planning to help clients enrich their current lives while preparing for the future. The goal is to help clients live well in the present while also ensuring a sustainable and purpose-driven financial future.
Guy R Walker and Warren Ritter, agents of the institution, are licensed to sell insurance through New York Life Insurance Company and offer securities products & services through NYLIFE Securities LLC. They work with passionate and successful individuals who want to make a difference in their families and communities. The firm serves as a trusted guide to help clients channel their passions into sustainable action.
Wealth Management Strategies Insurance & Financial Solutions believes in helping clients become the best version of themselves, both financially and personally. They aim to help clients love the life they live so they can pour positivity into others. The institution does not offer legal, tax, or accounting advice, and clients are encouraged to consult their own professionals in those areas.
Overall, Guy R Walker, President - Wealth Management Strategies Insurance & Financial Solutions is committed to helping clients live a life of purpose and impact by aligning their wealth with their values and goals.
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3681 Sagunto St #102, Santa Ynez, CA 93460, United States
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