Valley Wealth Group to Turn out to be First Cross-Platform Follow to Be a part of Monetary Sources Group
Fort Mill, S.C., Oct. 27, 2021 /PRNewswire/ — Monetary Sources Group Funding Companies, LLC (Monetary Sources Group) declares their partnership with Valley Wealth Group of Roanoke, VA. Valley Wealth Group will probably be registered below the nation’s largest unbiased broker-dealer*, LPL Monetary, and brings over $350 million in property below administration.
“We’re excited to work with the Valley Wealth Group, a implausible workforce devoted to their client-first method,” stated Steve Lank, President of Monetary Sources Group. “Partnering with a corporation that shares our ardour for shopper service and development is really thrilling. With comparable imaginative and prescient and values, we glance to create one of many premier funding packages within the trade.”
Valley Wealth Group is proud to affix Monetary Sources Group and LPL Monetary which now permits them to ship superior expertise options to their purchasers. By means of this partnership, the agency will be capable of present purchasers with enhanced cell options and strong buying and selling capabilities in addition to maximize effectivity via streamlined digital enterprise processes.
“Partnering with Monetary Sources Group permits us to keep up the private contact and really feel of a boutique agency whereas having access to LPL’s trade main expertise,” acknowledged Jaret Mutter, President & Wealth Administration Advisor of Valley Wealth Group. “Sustaining operations through the peak of the pandemic strengthened that now greater than ever, a dependable expertise platform is vital to our agency and our purchasers. LPL Monetary is the clear chief within the trade offering innovative expertise options that allow us to run our enterprise extra effectively and deal with our purchasers.”
Valley Wealth Group is comprised of a 10-person wealth administration workforce and is the primary unbiased apply to affix Monetary Sources Group the place a number of of the advisors are cross-platform. These specific advisors not solely function unbiased books of enterprise, however in addition they work with purchasers inside varied native establishments.
Mutter notes the affect this partnership has already had on their agency. “Monetary Sources Group has guided us via the numerous nuances of transitioning to a big agency. The intensive relationship and dealing data of LPL offered by their skilled management workforce has confirmed to be a priceless useful resource for our agency.”
Valley Wealth Group joins a listing of over 700 advisors Monetary Sources Group helps as an organization devoted to serving to monetary advisors develop their companies.
About Monetary Sources Group
Based mostly in Fort Mill, SC, Monetary Sources Group supplies personalized providers to monetary advisors to assist them develop their packages and practices that embrace, however should not restricted to enterprise improvement, onboarding, advertising help, and expertise. For extra data, go to https://www.financialresourcesgroup.net/
About Valley Wealth Group
Valley Wealth Group was based with a client-centered imaginative and prescient and supplies personalized monetary methods to assist their purchasers work towards monetary freedom. For extra data, go to www.valleywealthgroup.com
About LPL Monetary
LPL Monetary is a frontrunner within the retail monetary recommendation market and the nation’s largest unbiased broker-dealer*. They serve unbiased monetary advisors, professionals, and establishments, offering them with the expertise, analysis, clearing and compliance providers, and apply administration packages they should create and develop thriving practices. For extra data, go to www.lpl.com
* As reported by Monetary Planning journal, June 1996-2020, primarily based on complete income.
Securities and advisory providers provided via LPL Monetary, a Registered Funding Advisor, member FINRA/SIPC. Monetary Sources Group Funding Companies, member FINRA/SIPC, is a separate entity.
Monetary Sources Group
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SOURCE Monetary Sources Group Funding Companies