Valmark Financial Group
Financial Services
Akron, Ohio, United States
208 employees
- Employees
- 208
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Valmark Financial Group Overview
- Headquarters
- Akron, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- www.valmarkfg.com
- Industry
- Financial Services
- Employees
- 208
- Founded
- 1963
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Valmark Financial Group
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 ever-changing 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. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Valmark Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Valmark Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Geoff Moore | Akron, Ohio, United States |
Email
Phone
|
|
| Frederick (Freddy) V. Mcnair, Iv | President/ceo at Mcnair & Company |
View
|
|
| Michael Mcclary | Chief Investment Officer - Valmark | Akron, Ohio, United States |
Email
Phone
|
| Josh Procaccini, Cfp® | Greater Boston, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
10 profiles
Executive
7 profiles
Senior / Lead
6 profiles
Intern / trainee
5 profiles
Director
4 profiles
Manager
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 3 |
| Finance | 6 | 6 | 2 |
| IT | 4 | 4 | 0 |
| Marketing | 2 | 2 | 1 |
| Operations | 2 | 2 | 0 |
| General | 1 | 1 | 1 |
Valmark Financial Group Tech Stack
Data / AI
3 profiles
Cloud / infrastructure
1 profile
Engineering
1 profile
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