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Valentine Wealth Management

Valentine Wealth Management Email Formats

Financial ServicesFlag of USSeymour, Indiana, United States1-10 Employees

Valentine Wealth Management Email Formats

Valentine Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@valentinewm.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@valentinewm.com
100%

Key Contact at Valentine Wealth Management

Flag of US

Logan Valentine

Founder - Advisor

Company overview

HeadquartersSeymour, Indiana, United States
Website
NAICS52
Keywords
Tax Planning, Medicare, Employee Benefits, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Financial Forecasting, Investment Management, Social Security
Founded2024
Employees1-10

About Valentine Wealth Management

Financial Advice should be more than just investments. We review all areas of client’s financial lives to build a comprehensive plan that positions you and your loved ones to meet your goals. As a Fee Only Fiduciary, we work with one transparent fee, there are no hidden commissions or fees, ever. Services that we provide out clients include but are not limited to: - Financial Planning & Forecasting - Portfolio/Investment Management - Tax Planning - Estate Planning - Insurance & Risk Management - Employee Benefits Set up a free discovery call on our website today.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Valentine Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Valentine Wealth Management has never raised funding before.

Valentine Wealth Management Tech Stack

Discover the technologies and tools that power Valentine Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Calendly

Calendly

Appointment scheduling

core-js

core-js

JavaScript libraries

Google Analytics

Google Analytics

Analytics

Cart Functionality

Cart Functionality

Ecommerce

Frequently asked questions

Valentine Wealth Management is located in Seymour, Indiana, US.
Valentine Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Valentine Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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