The Waltos Group

 

The Waltos GroupOur Vision and Purpose

Since 1857, Northwestern Mutual has consistently focused on one ambition: to do the right thing for the people who put their trust in us.

At The Waltos Group, we agree.

When Bob Waltos talks about the rewards of being a financial representative with The Waltos Group, one strong vision that comes to mind is the ability of representatives to help families protect themselves. Having lost his father young, he understands the benefits of having the right products in place and the need for family protection. When speaking of the purpose for financial representatives, he offers the following words:

We're the people who help keep children in their homes and allow them to maintain the same school that they were raised with their friends, to protect college educations, and provide conservative long term assistance. I like the fact that we're the boring ones on the block that can help people out.

—Bob Waltos

The purpose of The Waltos Group is to provide a focused environment where growth, opportunity and development through mutual accountability are all achieved.

Our Mission

The mission of Bob Waltos and The Waltos Group is to provide you with expert guidance and innovative solutions that are right for you and for those who depend on you. Whether focused on your personal finances, your business or both, your Financial Representative will work with you to understand your financial goals and ensure that we are providing you with the right guidance and products to meet your needs.

Your Network Representative, working alongside The Waltos Group's team of financial advisors and specialists, will help you realize your financial goals for the future.

We can also service your employee benefit needs through our affiliation with Strategic Employee Benefit Services, a nationwide program providing employee benefit services exclusively through Northwestern Mutual Financial Network Representatives. These services are available through Waltos Insurance Services.

Members of The Waltos Group

  
 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert J Waltos Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1500 Quail St Ste 600, Newport Beach, CA, 92660, (949) 863-5800, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Waltos Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Robert J Waltos Jr, General Agent, The Waltos Group has Financial Representatives that are primarily licensed in California.
 
   
 
CONTACT US

1500 Quail St Ste 600
Newport Beach, CA 92660
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Office: 949-863-5800
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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
CA #0C69920

  
 

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