Valta
Financial Advising
Why pick this one
Valta has been in the financial services industry for over 45 years and specializes in transitioning to fee-based financial advising.
Best for
- financial professionals seeking to transition to fee-based models
- advisors wanting to build values-based businesses
Look elsewhere if
- individuals not in the financial services industry
- those seeking basic financial advice without a focus on values-based planning
Certifications
- RFC
What makes them different
- has transitioned financial professionals to fee-based models
- specializes in values-based financial planning
- offers a team of subject matter experts for comprehensive advisory services
- provides assistance for compliance with DOL regulations
- Years in business
- over 45 years
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2810 Coliseum Centre Dr, Charlotte, NC 28217-3252
- Phone
- +17043570088
- Website
- http://advisor.valtainc.co/
Services
- financial advising
- comprehensive advisory services
- wealth management
- financial planning