VALOR FINANCIAL SERVICES, LLC

Overview

Valor Financial Services, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is individually owned and focuses on serving individuals and families through fee-based advisory relationships priced as a percentage of assets under management. Its advisory scope is centered on financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker — a capability that overlaps with its use of annuity products. The ADV indicates Valor is not positioned as a capital allocator or pension consultant and does not identify ESG investing as a practice area.

Assets & Accounts

Investments & Alternatives

Location & Offices