


Valentine Wealth Management Email Formats
Financial Services • Seymour, Indiana, United States • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@valentinewm.com | 100% |
Key Contact at Valentine Wealth Management
Logan Valentine
Founder - Advisor
Company overview
| Headquarters | Seymour, Indiana, United States |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Medicare, Employee Benefits, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Financial Forecasting, Investment Management, Social Security |
| Founded | 2024 |
| Employees | 1-10 |
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
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.
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Miscellaneous
Appointment scheduling
JavaScript libraries
Analytics
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Frequently asked questions
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