At Walsh Duffield, we know just how critical the right retirement plan can be for attracting and retaining employees. Even so, managing these plans can be a complicated, time-intensive process – and we’ll be here to help every step of the way. We are proud to have specialists who have aligned with Strategic Retirement Partners, a national retirement consulting services firm, which affords us the ability to deliver innovative, national thought-leadership, and best-practice resources, both personally and locally.
Looking to the Future
Contact Me About
Lisa M. Petronio, CPFA, RICP®
Retirement Plan Solutions
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Walsh Duffield or any other entity listed herein. www.finra.org and www.sipc.org.