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Valark Financial Services

Valark Financial Services

750 Main St, Ste 400, Hartford (CT), 06103, United States

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(860) 218-2048

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About Specializing in the College Funding to Retirement Transition.
Valark Financial Services cover
Mission We strive to provide clients with two things: a clear understanding of investment options, and a relationship with a personal advisor who takes the time to understand you. We’ll work to develop strategies that are custom fit to your needs, and then provide a high level of service in executing and monitoring those strategies.
Description Here at Valark Financial our association with Independent Financial Group allows us to work in market segments where we can be most effective. We prefer to go deep, not wide.

Like other firms, our primary business is asset management. However, we’ve developed a specialization in working with families with college bound children who have reached a point in their lives where they desire sophisticated advice and sophisticated asset management.
We prefer to form long-term working relationships with clients to help them transition into retirement with effective financial planning, transparency, and independent investment options.

We strive to provide clients with two things: a clear understanding of investment options, and a relationship with a personal advisor who takes the time to understand you. We’ll work to develop strategies that are custom fit to your needs, and then provide a high level of service in executing and monitoring those strategies.

Securities and financial planning offered through Independent Financial Group, a Registered Investment Advisor, Member FINRA / SIPC.
  • 750 Main St, Ste 400, Hartford (CT), 06103, United States
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