Valmark Financial Group Email Format

Financial ServicesOhio, United States201-500 Employees

Valmark Financial Group is a financial services firm based in Akron, Ohio, founded in 1963. It serves primarily entrepreneurial wealth transfer and wealth management firms, providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services to assist high-performing financial advisors in serving their clients. The company positions itself as a partner to the top tier of financial advisors within its selected market, focusing on products and services that address the needs of sophisticated clients and the firms that manage their wealth. Valmark operates through multiple affiliated entities, including Valmark Securities, Inc. and Valmark Advisers, Inc., offering securities and advisory services in a regulated framework. Recent developments highlight enhancements to its InForce Insurance Hub and the introduction of an integrated feature, Opportunity Engine, reflecting ongoing investment in tools that support advisor operations and client outcomes.

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