Description

• For three generations, 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 changing needs of our clients. Valmark was founded in 1963 as Executive Insurance Agency, Inc, a high-end life insurance producer group, which later merged in 1996 with all-encompassing securities and investment advisory services. Today, Valmark Financial Group is a family of five 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 and ValMark Retirement Advisers, LLC, the newest entity to help firms manage the change required by the new DOL fiduciary rule effective in April 2017. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industrys top tier of financial advisors. Valmarks approach to holistic financial planning is based on a unique combination of offerings from our affiliated entities which give our Member Firms the ability to selectively utilize our offerings and uniquely tailor financial solutions to meet the needs of each individual client. ValMark Financial Group has corporate offices in Akron, Ohio and St. Paul, Minnesota.
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  Headquarters:130 Springside Drive Suite 300, Akron, Ohio, United States

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  Phone Number: +1 800-765-5201

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  Website: https://www.valmarksecurities.com

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  Employees:23

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  Revenue:$1 - 10M

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  Legal Name:Valmark Securities

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• |  NAICS Code: 523999  |

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