A complete list of active advisors currently associated with Value Financial Services Corp.
Warmer can help you find a great advisor at Value Financial Services Corp. or one who fits your needs even better.
Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates and small businesses. Services described in the brochure include customized portfolios composed of individual stocks, bonds, mutual funds, ETFs and options, together with ongoing advisory coordination with clients’ accountants and attorneys. The firm emphasizes continuous personal contact and a bespoke, long-term oriented strategy while retaining the flexibility to rebalance or trade positions held less than one year when market conditions or client objectives warrant. Its planning process is presented as an eight-step, solution-focused approach — including monthly cash-flow and budgeting analysis, implementation, periodic review and an estate-planning guide — and the advisor implements client-imposed investment restrictions (for example exclusions of tobacco, firearms or penny stocks). Noteworthy for a solo independent adviser, the brochure discloses an affiliation with a mortgage brokerage and notes the advisory practice originated to serve mortgage clients, a background that can affect client relationships and referral patterns. The firm reports managing approximately $9.65 million in client assets across a small number of accounts, permits supervised persons to trade the same securities as clients under a Code of Ethics, and includes covered-options and ADR strategies in its investable universe — features that are less common among similarly sized single-advisor firms.
To learn more about the advisors currently working at Value Financial Services Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chelmsford, MA
| 22
|
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