JT
Josh Tessar
View Josh's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
N/A
Present
Integrity Financial Planning
Financial Planner/Advisor
Apr 2021 - Dec 2021 · 8 months
Financial Advisor
Apr 2017 - Apr 2021 · 4 years
Company Details
11-50 Employees
Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having previously worked at national and regional firms, we wanted to use our experiences in each of those environments to create a better client experience. We built a solid foundation and added the services we felt were missing from traditional financial planning methods to make our vision a reality: An environment where the needs of our clients outweigh all else. Clients we have worked with for years are now benefitting from these processes and services. Their overwhelming approval has been the best reward. Valley Wealth Group 3119 Chaparral Dr. Roanoke, VA 24018 540.491.9883 www.valleywealthgroup.com Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.SIPC.org
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
East Coast,Southern US
Keywords
--
Discover More About Cleveland Clinic

Find verified contacts of Josh Tessar in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.