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Valpey Financial Services Llc
Concord, New Hampshire
5.0
3 Reviews
Valpey Financial Services LLC is a reputable investment advisory firm based in Concord, NH, with two office locations. With a total of four dedicated professionals on their team, Valpey Financial Services LLC specializes in providing comprehensive investment advisory services. Their commitment to excellence is reflected in their impressive average of approximately $164,200,000 in assets under management per investment advisor, significantly surpassing the industry average.
The firm offers a diverse compensation structure, allowing clients to choose from various options such as a percentage of assets under management and hourly ch...see more
Assets Under Mgmt
$164.2M
Investment Professionals
1
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Valpey Financial Services Llc
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