Valmark Financial Group

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
Industry
Financial Services
Employees
208
Founded
1963
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Geoff Moore
Email Phone
Frederick (Freddy) V. Mcnair, Iv President/ceo at Mcnair & Company
View
Michael Mcclary Chief Investment Officer - Valmark
Email Phone
Josh Procaccini, Cfp®
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 Email 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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