Our Team

Building long-term relationships is our priority at Walsh Investment Services. We start the journey by taking the time to listen to and to understand each of our clients personally. Together, we carefully chart a course to pursue financial success. We believe in using prudent investment strategies. For over 16 years, our clients have looked to us for direction. We are dedicated to guiding and sustaining our clients' financial direction.

Walsh Investment Services is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

Daniel J. Walsh is a CERTIFIED FINANCIAL PLANNER™ practitioner and principal of Walsh Investment Services. Dan specializes in retirement planning and has over 25 years of experience helping people minimize taxes and maximize their retirement income through conservative investment strategies designed around the needs of each individual client. In addition to the CERTIFIED FINANCIAL PLANNER™ Practitioner certification, Dan is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®, a broker/dealer with a nationwide organization of independent investment advisors. Dan is a graduate of the University of Massachusetts and the College for Financial Planning. Dan also attended the MBA program at Babson College and is a graduate of the executive education program at the University of Pennsylvania's Wharton School.