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.
51 to 200 Employees
TypeCompany - Private
Revenue$100 to $500 million (USD)
IndustryInvestment Banking & Asset Management
CompetitorsUnknown
Founded1963