Summer Soltis Email

Chief Staff to the CEO . Valmark Financial Group

Current Roles

Employees:
234
Revenue:
$54.1M
About
Valmark Financial Group is a parent company comprised of several subsidiaries, including: Executive Insurance Agency, Inc., a national insurance agency; Valmark Securities, Inc., a broker-dealer and member of both FINRA and SIPC; Valmark Advisers, Inc., a U.S. Securities and Exchange Commission registered investment adviser; and the Valmark Policy Management Company, LLC, which provides ongoing policy management and monitoring services for life insurance policyholders. With a proud history of working only with independently-owned financial services firms committed to high ethical standards in over 30 states throughout the United States, Valmark offers a wide range of insurance and investment solutions for high net-worth clients. Headquartered in Akron, Ohio with operations in St. Paul, Minnesota, Valmark, through its affiliated entities, has helped its Member Firms place over $60 billion of life insurance death benefits and manage insurance policies with a cumulative cash value of over $8 billion dollars. Valmark's affiliated RIA, Valmark Advisers, has over $6 billion in assets under management, including approximately $3 billion in variable sub-account assets within its TOPS® funds.
Valmark Financial Group Address
130 Springside Drive
Fairlawn, OH
United States
Valmark Financial Group Email

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