Millson/Walker Financial Group, Ltd.

CONNECT

Address:

7000 Houston Road Suite 13
Florence, KY 41042

Phone:

(859) 341-3000

Fax/Other:

(859) 372-7573

MILLSON\WALKER FINANCIAL GROUP, LTD.

ABOUT THE PRACTICE: Millson/Walker Financial Group,Ltd. is  full-service financial planning firm dedicated to helping people build and maintain their financial independence.  We believe that  people who  make well - informed decisions can have reassurance and a sense of security and control over their lives. Wealth management is a team sport, we serve as financial coaches. Centrally located in the Tri-State at 7000 Houston Road in Florence, Kentucky, we specialize in the design and implementation of customized financial plans for individuals and businesses.

Barry S. Millson, the president of MWFG, entered the financial services industry in 1976 providing insurance analysis, retirement planning and estate planning services. Barry is committed to continuous learning to promote professional excellence. He holds the professional designations of Certified Financial Planner TM (CFP) , Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and Chartered Advisor for Senior Living (CASL).  He sits on the board of the Houston Office Condominium Council, Inc.  When he's not working, Barry  enjoys spending time with his  wife Melanie and their two children , as well as a married daughter, her husband and two granchildren.

The Vice- President of the firm, Robert C. Walker, entered the securities business in 1981 providing investment analysis, income tax planning and preparation sevices. He is a Registered Principal of an Office of Supervisory Jurisdiction for a FINRA member firm.  Robert spends his off hours with his wife Jennifer and their three daughters.

Barry and Robert take a comprehensive approach to wealth management. They help their clients plan and monitor both financial and non-financial goals. Sometimes the most challenging and rewarding are the non-financial goals, like time mananagement for busy professionals, as well as retirees -  charitable activities and continuance of family values

Barry and Robert are both Registered Securities Representatives of Questar Capital Corporation, member FINRA/SIPC. They are Investment Advisor Representatives of Questar Asset Management, a Registered Investment Advisor. They are both Licensed Insurance Agents.

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck