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Press Releases

  • January 11, 2011
    Waller Financial Planning opens Florida office in Naples more>>


  • January 10, 2011
    Wealth-management aid offered to snowbirdsmore>>


  • January 7, 2011
    Waller Financial Planning Group Expanding; Adding Naples Office to Support Growing Client Base more>>


  • October, 2010
    Jason Eliason receives his certification as a Chartered Financial AnalystŪ more>>


  • August 20, 2010
    Larry Waller Recognized as One of America's Top 100 Independent Financial Advisors by Registered Rep. Magazine more>>


  • August 1, 2010
    Jason Farris quoted in the August 1, 2010 edition of The Columbus Dispatch more>>


  • July 21, 2010
    Jason Eliason quoted in the July 21, 2010 edition of Smart Money magazine more>>


  • July 13, 2010
    Larry and Linda Waller recognized in the July 13th edition of Lancaster Eagle Gazette more>>


  • July 13, 2010
    Waller Financial promotes Shawn Ballinger to Senior Planner more>>


  • July 1, 2010
    Larry Waller was quoted in Columbus CEO Magazine more>>


  • June 18, 2010
    Charlie Kerwood was a panelist for an Investment News Conference more>>


  • May 26, 2010
    Columbus-Area Physicians Honored at Annual Odysseus Awards more>>


  • May 25, 2010
    Independent, Local Financial Firm Bases Business on Community Giving more>>


  • March 2, 2009
    Waller Financial Promotes Jason Farris and Chris Olsgard to Senior Planner more>>


  • January 15, 2009
    Waller Financial's 2008 market recap letter and information regarding tax schedules and quarterly reports... more>>


  • October 15, 2008
    Waller Financial promotes Tiffany Shively to Administrative Operations Manager... more>>


  • September 10, 2008
    Waller Financial Planning Group Celebrates Pride of OSU Football, Community Philanthropy at Annual Tailgate Party... more>>


  • May 21, 2008
    Waller Financial Planning Group Celebrates Commitment to Philanthropy at Annual Odysseus Awards Ceremony
    Firm Honors 2008 Recipients Gay and Gary Grube... more>>


  • January 31, 2008
    Waller Financial promotes Shawn Ballinger to Associate Planner... more>>


  • October 18, 2007
    Waller Financial names Jason Eliason as a Principal… more>>


  • September 21, 2007
    Waller Financial Planning Group Celebrates Pride of OSU Football, Community Philanthropy at Annual Tailgate Party… more>>


  • September 7, 2007
    Waller Financial Planning Group Recognized as a Top 500 Wealth Management Firm by Wealth Manager Magazine… more>>

Newsletters

941 Chatham Lane Suite 212, Columbus, OH 43221 Ι Phone: 614-457-7026 Fax: 614-457-0911

801 Laurel Oak Drive, Suite 610, Naples, FL 34108 Ι Phone: 239-325-8505 Fax: 239-325-8506


Email: svidosh@waller.com