Valmark Financial Group
valmarkfg.com

For over 60 years and three generations, Valmark has remained committed to keeping the company privately held so financial professionals have a solid foundation and strong relationships upon which to build their business. Valmark’s unique value proposition lies in our innovative offerings at the intersection of a full-service broker-dealer, registered investment advisor and insurance producer group. The Member Firms who call Valmark “home” are independent, highly ethical financial services entrepreneurs across the U.S. who recognize the opportunity to enhance how they serve clients by embracing diverse methods and arrays of products when offering solutions. Streamlining complexity via a unified platform empowers Valmark’s community of like-minded Member Firms to use these “three circles” as an integral part of their success and ability to serve clients’ best interests.