Valeo Financial Advisors Llc

Description

Valeo Financial Advisors, LLC9450 North Meridian Street, Suite 300Indianapolis, IN 46260United StatesValeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a clients entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.

Headquarters: 9450 North Meridian Street Suite 300, Indianapolis, Indiana, United States

Phone Number: +1 317-218-3620

Employees: 111

Revenue: $10 - 50M

Legal Name: Valeo Financial Advisors Llc

Valeo Financial Advisors Llc's Social Media

|  NAICS Code: 523930  |

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Financial Planning Consultants

Chief Investment Officer for Valeo Financial Advisors Llc

Charlotte Lippert

Chief Investment Officer

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View Employees

Charlotte Lippert

Chief Investment Officer

Connor Skelly

Risk And Compliance Director

Noah Dock

Director Of Operations

Derek Miller

Director Of Marketing And Communications

Marco Caspetti

Head Of Finance

Frequently Asked Questions regarding Valeo Financial Advisors Llc

Where are Valeo Financial Advisors Llc's Headquarters?

Valeo Financial Advisors Llc's Headquarters are in 9450 North Meridian Street Suite 300,Indianapolis,Indiana,United States

What is Valeo Financial Advisors Llc's phone number?

Valeo Financial Advisors Llc's phone number is +1 317-218-3620

What is Valeo Financial Advisors Llc's official website?

Valeo Financial Advisors Llc's official website is https://www.valeofinancial.com

What is Valeo Financial Advisors Llc's Revenue?

Valeo Financial Advisors Llc's revenue is $10 - 50M

What is Valeo Financial Advisors Llc's NAICS code?

Valeo Financial Advisors Llc's NAICS code is 523930

How many employees are working in Valeo Financial Advisors Llc

Valeo Financial Advisors Llc has 111 employees

What is Valeo Financial Advisors Llc's Industry?

Valeo Financial Advisors Llc is in the industry of Financial Services

Who is Valeo Financial Advisors Llc's Chief Investment Officer?

Valeo Financial Advisors Llc's Chief Investment Officer is Charlotte Lippert

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