Waldron Partners
Financial ServicesView the employees at
Waldron Partners-
Peter T. Waldron, MBA, CBEC Waldron Partners aims to fully understand our client’s financial situation, including your goals, fears, and passions.
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Alamo, California, United States
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Rising Star
Brian Nimr Investment Associate at Waldron Partners-
Rising Star
Anika Raman Student at University of California, Santa Barbara-
Rising Star
Laura Huntley Student at University of California, Los Angeles-
Walnut Creek, California, United States
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Rising Star
Linda Waldron Passionate about supporting business leaders meet their objectives via financial planning and analysis.-
Rising Star
Overview
Waldron Partners aims to fully understand our client’s financial situation, including your goals, fears, and passions. This deeper understanding allows us to create highly customized financial plans for the future of our clients. Since the tax, legal, investment, and insurance industries are constantly changing, clients like you require an innovative firm like Waldron to pursue extraordinary results when it comes to your wealth. Registered associates of Waldron Partners are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Waldron Partners is not an affiliate of Lincoln Financial Advisors Corp. Offering securities to residents of AL, AZ, CA, CO, CT, FL, HI, ID, IL, KY, LA, MD, MA, MI, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TX, UT, VA, and WA. CRN-4535724-031422
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