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When your investments are at stake, experience, discretion and reliability are a priority. At Valued Wealth Advisors, LLC, we work independently and are not influenced by any obligations to banks or other financial service providers. We work with you to help define your financial goals and develop a financial plan. Our decisions to invest your money are based on qualitative and return-oriented criteria — evaluating the impact of every decision on your specific goals. We have summarized the basis of our work here:
Competence -Our licensed advisors include Certified Public Accountants and Registered Investment Advisor Representatives. They, along with our employees, undergo regular training to maintain a high level of competence in their respective areas of expertise in order to achieve the industry's highest standards.
Independence-We act independently from banks and other financial service providers. The only courses of action we will pursue are ones that we believe are well-suited to the individual goals of our clients.
Personalized service and support-Individualized service and support of our clients are of paramount importance at our firm. We offer custom-tailored financial solutions designed to meet your financial goals. Your objectives, along with results, matter most.
Securities and Advisory Services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Licensed to sell securities in the Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Oregon, South Carolina, Texas, Utah, Washington and Wyoming. Tax services provided by Vonderharr Wagner Associates, LLC, a Certified Public Accounting firm not affiliated with Independent Financial Group, LLC.
Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website you are leaving our site and assume total responsibility for your use at these sites. Please contact this office for further information.
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org