Poitinger, Redmond, Lyons, Kura, Walker & Co.

Welcome

Welcome to the Poitinger, Redmond, Lyons, Kura, Walker & Company website! There is an abundance of resources for you to explore here regarding the ever-changing world of financial planning. You can research funds or use one of our many financial planning calculators. You can also see how the Dow or NASDAQ performed today and create & track your own investment portfolio. Please feel free to email questions or comments to our office. We will respond just as quickly as possible. We encourage you to use this site as a resource. Come back often and visit as there will always be something new for you to explore. Enjoy your visit!

Important Consumer Information 
Each registered representative of Poitinger, Redmond, Lyons, Kura, Walker & Co. is licensed with ValMark Securities, Inc., an FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, the registered representative of Poitinger, Redmond, Lyons, Kura, Walker & Co. are only registered to sell securities products in AZ, CA, CO, FL, GA, IA, IN, MI, NC, OH, PA, TX, WA.  Each registered representative of Poitinger, Redmond, Lyons, Kura, Walker & Co. is also an investment adviser representative with ValMark Advisers, Inc., an SEC Registered Investment Adviser, and is registered to provide advisory services in Ohio. Each registered representative of Poitinger, Redmond, Lyons, Kura, Walker & Co. is licensed to offer insurance products in CA, FL, GA, IN, MI, OH, PA.. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which each registered representative of Poitinger, Redmond, Lyons, Kura, Walker & Co. is properly registered/licensed.

Saturday, July 4, 2009

Fee-Based Planning offered through Poitinger Financial Inc. a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor.  Securities offered through ValMark Securities, Inc., member FINRA/SIPC. 
The Poitinger Companies are a seperate entity from ValMark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards Inc., owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

For information on the FINRA their web-site can found at www.finra.org