Life Planning
How much money will it take for me to retire?
Business Planning
How will I attract and retain employees?
Employee Benefits
Join our team to get fantastic benefits
Medical & Medicare
Join our team to get health insurance benifits
What We Do
At Wallingford Financial we are passionate about helping your family achieve financial success. The best way to fulfill our responsibility, as your trusted advisor, is by getting to know who you are and what you really want out of life. By clearly understanding your priorities we are able to create, implement and monitor your Life Plan.
As your Trusted Advisor our priority is to make sure we are on the same page when it comes to defining your financial aspirations. The more precise information you have, the better decisions you can make to achieve your personal financial goals and objectives.
We look at the whole picture to help you understand where you stand and what you can do. We focus on helping you protect what you love.
Who We Are
To understand our company it is important to understand why we do what we do. The “Why” is built into our corporate values and we live it every day. It starts with Kerry Wallingford’s story: Growing up she watched her parents’ finances disappear. She understands the complexities of the financial world and like many, lived through some tough financial times. She and her siblings watched her father and mother struggle to provide for their family. Having lived through that struggle is why Kerry is so passionate about helping her clients.
Kerry has found out that there are many effective ways to help her clients protect the family they love. She understands that finances can be overwhelming for most people and is able to share her knowledge of these complexities in a manner that leaves her clients with a better understanding and more hope for their future.
An Expert Guide Can Lead You in a Wealth of Directions
At Wallingford Financial, we’re all about discovering where you want to go and helping you get there with clarity and confidence.
Getting to Know
Each Other
Creating Your
Unique Roadmap
Implementing Your Action Plan
