VALPEY FINANCIAL SERVICES

We do not work for undisclosed commissions or hidden fees, nor do we create statements or have account access other than expressly authorized by our clients. An independent third-party custodian such as Schwab, Fidelity or Vanguard holds clients' funds, issues statements and mails the statements directly to our clients-helping safeguard holdings while also lowering expenses... We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals... Based on our minimum fee, our services are generally most cost effective when managing more than $750,000. If you would like to take the next step and explore..

Also known as: Valpey Financial Services, LLC

Primary location: Concord United States