Client Feedback - In Their Own Words

I have been a client of Walkner Condon for over a year now. I am very happy with their management of my portfolio. I have had some big concerns about the economy and Syl (Sal) has met with me and spent a lot of time reassuring me and showing me data that eased my concerns and allowed me to remain invested and earning revenue. I am so grateful for the personal service and expertise. I highly recommend them.

– Allison B.

I have been a client of Walkner Condon for over a year now. I am very happy with their management of my portfolio. I have had some big concerns about the economy and Sal has met with me and spent a lot of time reassuring me and showing me data that eased my concerns and allowed me to remain invested and earning revenue. I am so grateful for the personal service and expertise. I highly recommend them.

– Allison B.

I’ve been working with Mitch for several years now, and I’ve had a great experience. He takes time to understand my goals and patiently explains what options are available to me and what they entail. He communicates proactively, following up with me about any loose ends we may not have addressed during in-person meetings. Everyone I’ve interacted with at Walkner Condon has been warm and friendly, which makes it super comfortable.

– Aaron R.

Investing is one of those things that I know next to nothing about and is too daunting for me to try to learn. My advisors at Walkner Condon are perfect for me–they allow me to stick with my preference of staying pretty hands off while also explaining things in ways that I can easily understand and keeping me informed of anything I need to know or actions I need to take. I appreciate that they take all the guesswork out of it for me, and I trust them completely to do what’s best. I had delayed doing anything with retirement or investments because it was too overwhelming, and I’m so glad that Walkner Condon has enabled me to get started on that path by making it so easy and accessible for me. Had I wanted to be more hands on I certainly could have been, but it was a relief to know that I didn’t have to be. If you are looking for a team of financial advisors that you can trust and that genuinely cares about you, I highly recommend Walkner Condon!

– Susan S.

My husband Dan and I meet with Andrew Klein and we felt so happy afterwards that he was someone that was truly going to help us reach our goals. We felt like he understood where we were at which isn’t where we want to be financially but that with his help reaching our future goals was possible. We are so grateful to be working with him.

– Janet B.

We get wonderful financial advice from Walkner Condon which is rare for an international couple that has to navigate both US and European rules and tax laws.

– Sharon H.

The financial advisors at Walkner Condon not only provide great individual investment and retirement strategy and advice, but also have a weekly segment/podcasts filled with trending financial news of what is happening in our world.

– Torey S.

I was Clint Walkner’s client when he was a financial advisor at the UW Credit Union and decided to follow him when he and Nate started their own company. Since then their firm grew and added more competent people I trust and enjoy working with. My current advisor Mitch DeWitt is one of them. He knows how to listen, explain and offer good advice. I am a passive investor and knowing that my money is managed by a team of smart, capable, honest people gives me a peace of mind. I highly recommend them to anyone who is looking for financial advisors who have both expertise and integrity.

– Liba B.

I have worked with these guys for the past several years, prior to that, i was self managing. I have found their approach to be very helpful. Most of all, like any service business, you want to know that they are there to chat when you have questions or making critical decisions. They are a true advisor.

– Derek L.

Financial advisors you can trust! I’ve been with Nate and Clint since the beginning. As they expanded they have hired quality people who have always been polite, friendly, and first and foremost competent. If you are looking for financial advisors you should call them!

– Dave B.

Honestly, Walkner and Condon are the best! I can align my investments with my values, have some clarity around my future plans and have someone available to talk to when situations come up or change. Working with Mitch, in particular, has been so helpful. He has put my mind at ease many times during difficult times. He is supportive and kind and does not project any need to aggressively make money. He sincerely has my best interests and values at heart.

– Kim N.

I work with Nate and Clint on a regular basis and have had nothing but positive experiences. They are a great team and know exactly what they are talking about. They do a good job at making you feel comfortable and it’s great to see honest, quality, people like Nate and Clint in the financial industry.

– Zach N.

We are relatively new to the family. I am happy to say that our experience with Walker Condon has been excellent! They have been helpful, informative and straight forward in their interactions with us. We look forward to many years of working with them!

– Elizabeth L.

Walkner Condon has been managing my investment and retirement accounts for about 4 years and whenever I can, I happily recommend their services. Over the course of our business relationship, I’ve often turned to Clint for his thoughts and recommendations on investment opportunities, and he’s also helped me roll over a 401K into an IRA and start a college fund for my son. My interaction with the office staff has always been great – thorough and fast. I trust Clint and WC to treat my money as if it were their own.

– Amanda S.

Financial advisors you can trust! I’ve been with Nate and Clint since the beginning. As they expanded they have hired quality people who have always been polite, friendly, and first and foremost competent. If you are looking for financial advisors you should call them!

– Dave B.

I’ve worked with Nate for about ten years now, and followed him from his old firm to his current venture with Clint. I look forward to my annual meetings to check the status of my funds, and while Nate is my primary contact, Clint is also involved in my portfolio and annual check ins. I trust both Nate and Clint to keep a good eye on my money and notify me if anything needs attention. Beyond traditional investing, they helped me decide where to put my 401(k) contributions and also talk through finances for my upcoming marriage! I trust this firm for solid advice, lots of laughter, and easy to understand information. They provide terrific customer service and I see no reason to pick a new firm even though I now live out of state. I’ve recommended them to multiple family and friends. I appreciate their fast response and how they make me feel they genuinely care about me and my financial future. Their podcast has also taught me more about the financial industry and given me more confidence that I know what I’m doing.

– Laura L.

We get wonderful financial advice from Walkner Condon which is rare for an international couple that has to navigate both US and European rules and tax laws.

– Sharon H.

We’ve been with Clint and Nate for years. The best thing about them is that they listen closely, don’t try to push/sell anything, and tell us what we need to hear in plain language. I would absolutely recommend WC to a friend or family member.

– Tyson S.

My wife and I followed Clint from his former financial planning gig and were thrilled by his and Nate’s philosophy of investment in their new venture. We are passive investors and trust Clint and Nate to treat our money like their own. But this isn’t a invest-it-and-forget-it relationship. Clint and Nate seek us out for regular check-ins and continuously search out the best online tools to provide a clear picture of our portfolio and performance. Keep it up guys!

– Jesse D.

We started working with Clint at a different firm in the late 2000s. And when he and Nate started their own firm, we were excited to continue to work with them. They provide practical yet expert advice and are able to discuss financial matters at different levels of complexity.

– Edward H.