Pictured Left to Right: Garry Michel, Financial Advisor CFP®, CRC®, AIF®, EA; Dawn Sweed, Financial Advisor; and Jonathan Sutter, Client Services Associate.

At Walden Investment Services*, our mission is to understand your unique needs, desires, and long-term goals. We aim to help you develop, implement, and monitor strategies tailored to your financial aspirations. Our dedicated team of financial planners and wealth advisors is committed to assisting families, individuals, and business owners in preserving and building wealth. Backed by decades of experience in wealth management and banking, we offer a holistic approach, guiding you toward financial independence and confidence at every stage of life.

We provide personalized, hands-on services, educating our clients about financial concepts and strategies to demystify investing, insurance, and more.

Our comprehensive services include:

• Investment Management
• Wealth Preservation
• Financial Planning
• Risk Management
• Business Advisory Services

Our team includes experienced professionals who focus on guiding individuals and businesses through personalized financial strategies. At Walden Investment Services*, we treat you as family. Join our knowledgeable community of dedicated professionals ready to serve you. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

*Walden Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Located at 15 Scott's Corners Drive, Montgomery, NY 12549.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.