Valmark Financial Group

  • Financial Services
  • Akron OH
  • 202 employees
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Company Overview

Headquarters
130 Springside Drive, Akron OH
Website
valmarkfg.com
Phone
(800) 765-5201
Employees
202
Founded in
1963
Industry
Financial Services
NAICS Code
NAICS Code 523120 Companies
NAICS Code 52 Companies
NAICS Code 5231 Companies
NAICS Code 52393 Companies
NAICS Code 52312 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$15B

Total Funding Amount

$2M

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Who is Valmark Financial Group

Valmark Financial Group is a privately held company based in Fairlawn, Ohio. Established in 1963, the company employs 124 individuals and generates an annual revenue of $50 million. Valmark Financial Group focuses on providing a range of financial products and services specifically tailored to entrepreneurial wealth transfer and wealth management firms. Their offerings encompass life insurance, equity investments, investment advisory services, risk management solutions, and retirement plan support. Valmark caters to the highest tier of financial advisors within the industry. Valmark Financial Group distinguishes itself by specializing in the unique needs of successful entrepreneurial clients and wealth management firms. Their expertise lies in navigating the complexities of wealth transfer and providing comprehensive financial solutions to meet the evolving requirements of their clientele. To connect with Valmark Financial Group, visit their website at www.valmarkfg.com. Securities are offered through Valmark Securities, Inc., a member of FINRA/SIPC. Investment advisory services are provided by Valmark Advisers, Inc., a SEC Registered Investment Advisor.

Company Leadership

Lawrence Rybka

Founder

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Larry Rybka

Chairman and CEO

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Kristen Finefrock

Director Project Management

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Christopher Bottaro

SVP, Insurance

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Janet Zaccaro

Director, Human Resources

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Valmark Financial Group Industry Tags

Broker/Dealer
Registered Investment Advisor
B/D
RIA
Insurance Agency
Investment
Life Insurance
Estate Planning
Retirement Planning
Long-term Care
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Valmark Financial Group Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Valmark Financial Group's headquarters?
The headquarters of Valmark Financial Group are situated at 130 Springside Drive, Akron OH
What is Valmark Financial Group's phone number?
Valmark Financial Group's contact number is (800) 765-5201.
What is Valmark Financial Group's official website?
The official website of Valmark Financial Group can be found at valmarkfg.com.
What is Valmark Financial Group's current revenue?
As of December 2022, Valmark Financial Group's annual revenue reached $15B.
How many employees does Valmark Financial Group currently have?
Valmark Financial Group employs approximately 202+ people as of December 2022
Which industries is Valmark Financial Group primarily operating in?
Valmark Financial Group operates in the following industries: Credit, Finance
Who is the Founder of Valmark Financial Group?
Valmark Financial Group's Founder is Lawrence Rybka
What are Valmark Financial Group's industry tags?
Valmark Financial Group's industry tags include: Broker/Dealer, Registered Investment Advisor, B/D
What is Valmark Financial Group's total funding to date?
Valmark Financial Group has secured $2M as of December 2022
When was Valmark Financial Group founded?
Valmark Financial Group was founded in 1963.

Employee Directory

Key Employees

Caleb Callahan

President

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Meredith Wagers

Project Manager - IT & Events

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Daniel Baum

Information Technology Developer

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John Francis

Securities Trader

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Mike Janosko

Supervisory Principal

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Michael McClary

Chief Investment Officer- ValMark Financial Group

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Colleen Turk

Operations Specialist

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Mike Strete

Database Developer

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Keileigh Klein

Senior Communications Specialist

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