Patrick R. Velekei
David A. Giles
Susan E. Hall
Michael E. Gross
Client Service Representative
Timothy A. Ebbert
Our Back-Office Specialists
Velekei Giles has chosen to affiliate with Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. Valmark employs over 100 professionals who are experts in all aspects of financial planning, investment analysis and portfolio management, qualified and non-qualified retirement plans, life insurance underwriting and management, and regulatory compliance.
As a Valmark affiliated firm, Velekei Giles is able to leverage the specialized expertise of these professionals to deliver analysis and recommendations when helping clients strategically plan their financial futures.
As a collective group, Valmark affiliated firms have over $30 billion of assets under management. This combined buying power provides access to some of the nation’s leading investment and insurance companies and allows negotiation of favorable arrangements on behalf of clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com