fbpx

Announcements

Our Disaster Recovery Plan

Our Disaster Recovery Plan

Whether or not the coronavirus becomes an event that will cause us temporarily to change our regular work environment, rest assured that we will be able to service your investment accounts in the same manner. If for some reason an in-person meeting is not possible, we will strive to provide you with a seamless virtual experience.

Schwab Announcement

Schwab Announcement

Simply put, with the Schwab/TD Ameritrade merger, we anticipate their offerings to be one of the most complete in the industry. Schwab offers commission-free equity and ETF trading, along with a myriad of fixed income, options, and banking choices for clients that require those services. As a team, we discussed what we thought was the best way to hit the ground running when the merger occurs, and that was to familiarize ourselves with the platform prior to the transition.

What’s Up At Walkner Condon

What’s Up At Walkner Condon

We are consistently surprised at how interested our clients are in keeping up with our firm, so we wanted to continue to inform you of what we have done and where we are going. Here are a few of our goals we have worked on recently, and here are some that we are looking at in the near future.

Congratulations Jonathon!

Congratulations Jonathon!

We are thrilled to announce that Jonathon Jordan has earned the title of Partner at Walkner Condon Financial Advisors! He validated his partnership requirements in September and is an invaluable part of our team. We are always focused on ways to improve the client experience at Walkner Condon and feel that the addition of Jon to our leadership team continues that ambition. Please help all of us at Walkner Condon in congratulating Jon on this tremendous accomplishment.

Sign Up Today to Receive Our Newsletter!

Please note our privacy policies.

Please wait...

Thank you for signing up! We strive to deliver great content to you. -The Walkner Condon Team