Walton Financial Group Inc - Barrie, Ontario

Rod Baldwin

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 Welch

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.

Cathy Thomson

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.

Jessica Caley

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.

Travis Francis

Jeff is fantastic. He took the time to get to know us, our goals, and our priorities, ensuring we felt comfortable and confident investing in our future. And, the warm welcome and cookies, as well as the special occasion cards demonstrate the focus on their clients. Would highly recommend Walton to anyone looking to invest.

Kim Crook

Creating a plan to live a sound financial future is not something to take lightly.
The Walton team sets the bar high with over 200 years combined service and experience in a wide variety of full service financial needs.
Walton financial understands what it takes to cater to clientele from all walks of life and portfolios with a genuine care for their clients absolute success, while going above and beyond to make clients feel welcome and at ease.
A simple, yet greatly appreciated way this is displayed daily to clients is by greeting them with a warm, freshly baked homemade chocolate chip cookie.
As an entrepreneur myself, I can vouch for their high standard of excellence and attention to detail. Thinking the entire process through from the minute you walk through the door. These are the exact qualities I look for when choosing anyone to align myself or my business with.
Highly recommend

Monique Matar

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!

Stephen Hewgill

Best move ever to Walton Financial Group 2 years ago. Our investments are up and the "family" program has both of our adult children investing much earlier in life than we did. Any questions are met with a prompt reply. Highly reccommend!