Valley Forge Financial Group

Financial ServicesPennsylvania, United States11-50 Employees

Valley Forge Financial Group is a financial services firm headquartered at 2500 Monroe Boulevard in Audubon, Pennsylvania 19403, United States. The company serves individuals, families and privately held businesses, offering guidance in wealth transfer, estate planning, investment guidance, life insurance, private equity and family office services. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer and member FINRA/SIPC, while investment advisory services are provided through Valley Forge Investments Consultants, Inc.; Valley Forge Financial Group, Inc. and Valley Forge Investments Consultants, Inc. are independently owned and operated. The organization employs 11 to 50 people. Reported revenue falls within the $50 million to $100 million range.

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