Brandon Watson Email

Risk & Compliance Director . Valeo Financial Advisors

Current Roles

Employees:
192
Revenue:
$44.4M
About
Valeo Financial Advisors, LLC 9450 North Meridian Street, Suite 300 Indianapolis, IN 46260 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client's entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
Valeo Financial Advisors Address
9450 North Meridian Street
Indianapolis, IN
United States
Valeo Financial Advisors Email

Past Companies

Valeo Financial Advisors LLCRisk & Compliance Director
Wallington Asset ManagementCompliance and Custodian Operations Manager
Circle Financial Planning, Inc.Team Lead | Advisor Assistant

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