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Morgan Stanley

1.0 (1 review)
Open • 9:00 am - 4:00 pm

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5 years ago

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Tony Walker Financial

Tony Walker Financial

(3 reviews)

My dad began working with Tony Walker 15+ years ago and has continued to be complimentary of the…read morepartnership. As other family members needed guidance with their retirement, especially after the loss of a spouse, dad has introduced them to Tony. My dad has great integrity and a high respect for managing money - I know he wouldn't bring people to a company he didn't believe had the same values. While I am not at retirement age, I've had a great first experience speaking with their team on how to begin outlining our finances and assets. I now have a few support materials to with and research to do. Tony had a robust team to support their growth and clients. Finding the right financial planner is an important personal choice, and dialing this group is worth the call to learn if you're in alignment.

Tony Walker and his staff are incredibly customer focused. I especially appreciate that AFTER our…read moreinitial consultation and investment was complete I continue being treated with great courtesy and respect as tho they are still trying to win my business. For example: I can get answers to questions about my investments and schedule appointments for performance reviews (which are paced to fully address my questions - not rushing me thru like many firms would do in the name if time is money and they don't want to waste any time with resolving their clients concern). I always enjoy the same genuine DESIRE TO HELP as before I was a locked in customer! My only regret is not having found Tony Walker years earlier! I recommend Tony and all of his impressive staff members without hesitation! Debbie Strange

Asset Preservation Group - Terry Higdon

Asset Preservation Group

(1 review)

My wife and I attended numerous seminars, watched many webinars, read books, tried valiantly to…read moresort the chaff from the wheat and navigate the complexities of retirement planning. For some it's easy. For us it was overwhelming. When we began considering the countless possibilities, twists, turns, and potential mistakes that lay in wait, we realized that hiring a professional fiduciary was absolutely the best thing to do. So, we began shopping around. We read reviews and scheduled meetings. Both online and in person. Terry's webinars and his book impressed me. He seemed honest, very knowledgeable, and personable. We scheduled a meeting. That initial meeting far exceeded our hopes and expectations, and we decided to put our trust in APG. Terry ran complicated analyses of our situation and assets. He used proprietary software that took everything into consideration and helped maximize our gains and minimize our tax and future Medicare costs. This approach is vital because the software and the approach Terry uses identifies potential pitfalls and mistakes that so many folks make. His knowledge of current trends, law, investment options, and regulation combines the human component with the number crunching, and together, you end up with something that simply can't be obtained unless you have the innate knowledge and tools to reach that goal. Another reason we chose APG is their estate planning service. They offer legal assistance (through an attorney) that will help protect all of your assets, ensure you avoid unnecessary probate, and lay out clear instructions for your loved ones and heirs. Kelly is phenomenal, patient, and incredibly good to work with. Most importantly is the personal service. While some are fine with zoom meeting and phone calls, we wanted the option to be able to sit across a table and have things explained to us until we understood it. Terry and Kelly are amazing at this and have audiovisual aids and technology that facilitate that learning. We found it important to (initially at least) be able to get to know the folks we were handing our life savings over to. Terry and the entire crew at APG are sincere, patient, extremely knowledgeable, and we are genuinely delighted that we've found them and they're assisting us in our retirement journey.

From the owner: -Wealth Management -Retirement Education…read more-Income Strategy -Estate Planning & Preservation -Tax Planning

Morgan Stanley - financialadvising - Updated May 2026

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