Independent RIA (Registered Investment Advisors), Financial and Retirement Planners
With nearly 40 years of combined experience - we provide our clients with an objective, unbiased and compeltely independent investment advice and portfolio management services. We serve individuals, families and small businesses.
Keywords: Walnut Investment Services, Investment Advisors, Registered Investment Advisors, Asset Managers, Asset Management, Wealth Management, Private Client Financial Management, Financial Planning, Retirement Planning, Stocks, Bond, Mutual Funds, Real Estate Investment.
Interview Q&A
How long have you been in business?
Over 15 years
What is your primary product or service?
Financial advise, Investment management, Retirement planning, Taxation.
How do you differentiate yourself from other businesses in your category and area?
We are an independent RIA. We serve individuals, families and small businesses. As fee-only investment advisers - we do not sell any investment or insurance products, nor do we represent any third party providers of such products. Instead, we provide our clients with an objective, unbiased and completely independent investment advice and portfolio management services geared to their specific needs.
Which areas do you service?
Bulk of our clients are in the Greater New York area, with many living within a 2 mile radius of our office
Who owns your company or runs daily operations?
Mark Blinderman and Harvey M Kraus are the founders and managing partner of Walnut Investment Services LLC and the only people providing investment advise.
What are your hours of operation?
Monday through Friday from 9 to 6.
Special accommodations can be made for late evening and Saturday appointments.