VALTA has been in the financial services industry since 1975, and specializes in helping clients gain absolute clarity about what is most important to them in order to live purposeful lives. Over the years, we have developed a process-driven, values-based comprehensive approach to financial planning and wealth management through collaboration with a team of subject matter experts across all areas of finance. VALTA focuses on helping clients improve their quality of life and achieve greater satisfaction and success by aligning their financial choices with their core values. Our values-based approach is ideal for those who are motivated to implement an inspired, compelling financial strategy in alignment with living a Life of Significance.
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Valta are not affiliated.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 2810 Coliseum Centre Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- valtainc.co
- Keywords
- Retirement Planning, Income Tax Planning, Cash Flow & Budgeting, Estate Planning, Risk Management, Wealth Management, Life Coaching, Comprehensive Financial Planning, Values-Based Financial Planning, Holistic Financial Planning.
- HQ
- Charlotte, North Carolina
Valta, Inc. Questions
Valta, Inc.'s website is valtainc.co
Valta, Inc.'s LinkedIn profile is https://www.linkedin.com/company/valta-inc
Valta, Inc. has
4 employees.
View email and phone details for 4
employees at Valta, Inc..
Valta, Inc.'s industry is
Financial Services
Valta, Inc.'s top competitors are
Totalynk,
Valta Technology Group,
Zen Software,
Valta Advisor Services,
Diligence System Inc.,
Ownible,
Northeastern Seds,
Moody Group Commercial Real Estate,
Gc Móvil,
Valta Mayoreo De Celulares.
Valta, Inc.'s categories are Financial Services
Valta, Inc.'s founding year is 1975
