Valmark Financial Group Email Formats
Financial Services • 
Montrose, Ohio, United States • 201-500 Employees
Valmark Financial Group Email Formats
Valmark Financial Group uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@valmarkfg.com), used 35.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@valmarkfg.com | 35.3% |
{first initial}{last name} | jdoe@valmarkfg.com | 31.6% |
{first initial}.{last name} | j.doe@valmarksecurities.com | 29.4% |
{first name}.{last name} | john.doe@valmarksecurities.com | 2.2% |
Key Contacts at Valmark Financial Group
Heath Smargiasso
Director Of Compliance
Patrick J. Grismer
Director Of Accounting
Angela Fromm Abreu
Operations Director, Life Insurance
James Dawson
Director Of Life Settlements At Valmark Financial Group
Frank Lessick
Senior Director - Investments
Phil Jackson
Managing Director, Insurance Marketing
Luke Ehinger
Director, Insurance Marketing
Kristen Finefrock
Director Project Management
Nicole Rigsby-Cheek
Director, Retirement Services
Shannon Palme
Director Of Concierge Services
Company overview
| Headquarters | 130 Springside Drive, Akron, Ohio 44333, US |
| Phone number | +18007655201 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | RIA, Registered Investment Advisor, Investment, Retirement Planning, Life Insurance, Estate Planning, Insurance Agency, Long-Term Care, Broker/Dealer, B/D |
| Founded | 1963 |
| Employees | 201-500 |
| Socials |
About Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Valmark Financial Group has 92 employees across 10 departments.
Departments
Number of employees
Funding Data
Valmark Financial Group has never raised funding before.
Valmark Financial Group Tech Stack
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Frequently asked questions
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