Profile picture of Valmark Financial Group

Valmark Financial Group

Akron, OH
2 staff members
4 32 Reviews
Company Profile

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and everchanging needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry?s top tier of financial advisors. Valmark Financial Group is a family of companies, including: ? Executive Insurance Agency, Inc., a Master General Agency and producer group for general account life insurance products; ? ValMark Advisers, Inc., an SEC Registered Investment Advisory firm; ? ValMark Securities, Inc., a FINRA Registered licensed broker-dealer; ? ValMark Policy Management Company, LLC To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Mission:?To radically transform the financial services industry in a profound and positive way, and to do so with the greatest level of simplicity and integrity.

Company size

51 to 200 Employees

Type

Company - Private

Revenue

$100 to $500 million (USD)

Industry

Investment Banking & Asset Management

Competitors

Unknown

Founded

1963

Staff Members
avatar
CEO
0.0
Worked since Thursday, Sep 19 2024
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