Every entity of the Valmark Financial Group provides financial solutions, services and products that enhance our team’s ability to better serve you. We have carefully selected Valmark as one of our strategic partners based on its commitment to excellence, holistic financial planning and high touch relationships. With Valmark’s proven credentials and our team’s years of experience, you can be confident that you are receiving advanced and time tested financial advice.
Medicare Partners
Our Medicare Specialists are a valued partner to help navigate a constantly changing environment.
Tax Planning Partners
We offer Tax Advise & Returns through Secure Future Tax Advisors.
Estate Plan Partners
A comprehensive Estate plan is critical to ensuring a smooth transition to the next generation.
Investment Partners
Our Investment partners manage the daily needs of a portfolio and make strategic changes when needed.
*Ottaway Insurance Group, Secure Future Tax Advisors, and Sherret's Law Offices are separate entities from and not associated with Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.