Founded in 1963, we support 110+ Member Firms in 30+ states with innovative financial planning solutions and a philosophy grounded in the Golden Rule.

Akron, OH
Joined July 2018
Valmark Financial Group retweeted
Replying to @ValmarkFG
@ValmarkFG has come to trust and rely on AdvicePay as its electronic billing solution. Read the full #SuccessStory here: hubs.la/H0vR4q30
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Valmark Financial Group retweeted
Replying to @ValmarkFG
@ValmarkFG Launches Life Insurance Fulfillment Tool™ (LIFT™) ow.ly/F7RD30qGk4U #FinTech #Tech #Technology #finance
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Valmark Financial Group retweeted
Thanks, @ValmarkFG - it was an honor to be kindly asked to deliver value to your great conference! ツ #valmarkrocks
Thank you @kevinknebl #hippieinasuit for your impactful keynote this morning at #valmarkmembersummit and for providing us with practical tips and insights on how to build a greater network of clients and referrals using the world of LinkedIn!
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Valmark Financial Group retweeted
Proud to honor Rosell Wealth Managment (David Rosell) as VALMARK’s Fintech firm of the year. Well done! #wealthmanagment #fintech #financialplanning lnkd.in/ehesUn2
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Valmark Financial Group retweeted
An honor and a privilege to partner with Arise Rwanda to serve our brother and sisters across the globe #serve #charity #cleanwater #womeninfinance #healthcare #education #africa #rwanda lnkd.in/eKS7r4H
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Valmark Financial Group retweeted
Its a great morning at @ValmarkFG! Excited to see all of our alumni this morning for breakfast as the prepare for the blood drive!
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Valmark Financial Group retweeted
. @uakron students giving back 💙💛🦘 cc: @zipsforhaiti @AkronCoffee @ValmarkFG @smuckers @ksmithleaders @akronCBA youtu.be/yI-L4AHYeF0
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Valmark Financial Group retweeted
Valmark Financial Group is getting ready for the possibility that New York state’s new Regulation 187 best interest standard really will apply to life insurance as well as to annuities. @ValmarkFG thinkadvisor.com/2019/04/17/…
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Valmark Financial Group retweeted
Valmark Financial Group has updated its Life Assurance 360 life insurance coverage design, implementation and management program. @ValmarkFG ow.ly/kXjY50qFPL7
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Valmark Financial Group retweeted
Our panelists, Geoff Moore - CIO @ValmarkFG and Andy Platt Exec Director @uakron, shared great information tonight to help @AkronAITP members/guests grow their IT careers
Valmark Financial Group retweeted
. @valmarkfg promotes a philosophy based on the golden rule. One way they live their philosophy is through generous support of scholarships in financial planning @akroncba. UA is grateful for their continued support. #ThankfulThursday #scholarships #financialplanning cc: @uakron
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Valmark Financial Group retweeted
What were the key takeaways of the #T32018 conference according to @ValmarkFG? Looking ahead to 2019, risk management, and more: bit.ly/2Smjf6D #fintech #technology #cybersecurity #advisortech
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Valmark Financial Group retweeted
Drum roll please... we are happy to announce the winners of the 2018 #RisingStars of Innovation under 40 contest! Congratulations! ow.ly/F3P730kViLq
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