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PURPOSE: We help our customers improve their financial future. MISSION: We make banking easy. VISION: To be the trusted and recommended financial institution in our communities. VALUES: Integrity, Knowledge, Empowerment, Community, Teamwork, Fun
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 industrys 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.
Freedom National Bank is a Greenville, RI-based company in the Financial Services sector.
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Liberty SBF Holdings LLC is a commercial real estate financing company that provides loans to owners and investors of commercial properties. We lend nationwide on a variety of asset types specializing in SBA 504 Loans for company owners, and Bridge Loans and CMBS for property investors.