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Chet Walters - Financial Advisor in Lindale, TX

Chet Walters

Financial Advisor

3.33
(3)
As a financial advisor with Edward Jones for over 25 years, I am passionate about helping individuals and families navigate their financial journey with confidence and clarity. My practice focuses on advanced planning strategies designed to...... Show More
Location & Business Hours
Business Hours
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
Fri
8 AM to 3 PM
Overall Ratings
3.33
(3)
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Reviews from Web
  • 5.0
    google
    P
    Pam B
    Posted on September 11th, 2023 12:00 AM
    Have worked with this group for over 20 years. They take care of you like you were their best friend. Professional help and care from everyone there. We would definitely recommend this firm if you want your financial future in safe hands.
  • 1.0
    google
    M
    Michael P
    Posted on May 11th, 2023 12:00 AM
    I walked in to transfer my retirement accounts from another advisor. I was told that this office only opens accounts of 500k or greater.
  • 4.0
    google
    C
    Carolyn H
    Posted on May 11th, 2018 12:00 AM
    Chet Walters has received a review with 4 star rating from Carolyn Hazard
  • 3 of 3
    About
    As a financial advisor with Edward Jones for over 25 years, I am passionate about helping individuals and families navigate their financial journey with confidence and clarity. My practice focuses on advanced planning strategies designed to address the complexities of wealth accumulation, retirement income, tax efficiency and multi-generational legacy planning.A cornerstone of my approach is collaboration. I work closely with clients’ CPAs, estate attorneys and other trusted professionals to ensure every aspect of your financial life is working in harmony. Whether we’re evaluating Roth conversion opportunities, minimizing your lifetime tax burden or developing a plan to transfer wealth in a meaningful way, coordination across disciplines is essential to achieving the best outcomes. I believe in building long-term relationships rooted in trust, education and proactive guidance. A key part of this process is taking the time to understand what truly matters to you—your passions, your purpose and your vision for the future. By aligning your financial strategies with the things that give your life meaning, we create a plan to help you grow and protect your wealth, and also support the legacy you want to leave behind.Outside the office, I enjoy spending time with my wife of 25 years and our two children—both proud graduates of Texas A&M University. We love traveling and spending time outdoors, especially exploring new places together.Chet Walters, Financial Advisorchet.walters@edwardjones.com
    Specialities
    Business Retirement Plans
    Entrepreneurs & Business Owners
    Retirement Income Strategies
    Retirement Savings Strategies
    wealth strategies
    healthcare professionals
    dentists
    physicians
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Chet Walters
    What organization is Chet Walters associated with?
    Chet Walters is associated with Edward Jones.
    What is Chet Walters’s work email address?
    Chet Walters’s professional email address is c**********s@e**********.com. You can also email Chet Walters by clicking on the contact Chet Walters.
    Where is Chet Walters based out of?
    Chet Walters’s primary location is Lindale, TX.
    What is Chet Walters's phone number?
    Chet Walters's phone number is (903) 882-5592
    What is Chet Walters's title??
    Chet Walters is a Financial Advisor.