Valmark Financial Group

Valmark Financial Group is a privately held financial-services organization serving independent financial professionals and member firms across the U.S. Its businesses combine full-service broker-dealer, registered investment-advisory, and insurance capabilities. It supports advisors with life, disability, and long-term-care insurance; securities and investment products; fee-based financial planning and portfolio-management solutions; policy management; and retirement-plan services, helping member firms deliver comprehensive financial and wealth-transfer services to their clients.