The Polin-Walker Team of Truist Investment Services, Inc. The Polin-Walker Team of Truist Investment Services, Inc.

The Polin-Walker Team of Truist Investment Services, Inc.

180 Old York Rd

Jenkintown, PA 19046-3526

Polin-WalkerTeam@Truist.com

Phone 215-649-0783

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Who we are

The Polin-Walker Team of Truist Investment Services, Inc. is a premier advisory practice delivering tailored wealth management for affluent individuals, professionals, entrepreneurs, and their families.

Registered Representative, Truist Investment Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Chad Polin
Chad Polin
Financial Advisor
Rich Walker
Rich Walker
Financial Advisor
Ben Polin
Ben Polin
Business Development Officer
Ariel Ianovale
Ariel Ianovale
Registered Client Service Associate I
Timothy Delia
Timothy Delia
Registered Client Service Associate
Collaborating with your trusted advisors, we craft cohesive, objective plans that address complex financial needs and align with your vision for a bright financial future. Our experienced team provides innovative solutions, navigating market complexities and life transitions to foster financial well-being. Committed to your best interests, we are committed to delivering clarity and an exceptional experience, empowering you to achieve a sound financial future with strategies tailored to your unique circumstances.

Market Pulse December 1, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of December 1, 2025 highlight what we're watching and important news ahead
12/01/2025
Article
12/01/2025
Market Pulse – December 1, 2025

Market Pulse December 1, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market Pulse – December 1, 2025

Market views heading into the week of December 1, 2025 highlight what we're watching and important news ahead
Market views heading into the week of December 1, 2025 highlight what we're watching and important news ahead
12/01/2025
Article
12/01/2025
Market Pulse – December 1, 2025

Economic Data Tracker Thanksgiving travel surge and lots to be thankful for

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 26, 2025.
11/26/2025
Article
11/26/2025
Economic Data Tracker – November 26, 2025.

Economic Data Tracker Thanksgiving travel surge and lots to be thankful for

Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.

Economic Data Tracker – November 26, 2025.

Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 26, 2025.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 26, 2025.
11/26/2025
Article
11/26/2025
Economic Data Tracker – November 26, 2025.

Market Pulse November 24, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market views heading into the week of November 24, 2025 highlight what we're watching and important news ahead.
11/24/2025
Article
11/24/2025
Market Pulse – November 24, 2025

Market Pulse November 24, 2025

Market views heading into the week highlight what we're watching and important news ahead.

Market Pulse – November 24, 2025

Market views heading into the week of November 24, 2025 highlight what we're watching and important news ahead.
Market views heading into the week of November 24, 2025 highlight what we're watching and important news ahead.
11/24/2025
Article
11/24/2025
Market Pulse – November 24, 2025
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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

    Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

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