Lindsey Valen Wedner

 

 

 

Stuart Valen

 

 

Valen Financial is not only committed to providing comprehensive financial strategies services to its clients, but building meaningful relationships with them as well. The success of Valen Financial is due in large part to a strong belief in a team-centered approach to financial strategies, which provides clients access to Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), attorneys,  health insurance experts and more.

The members of Valen Financial take on a hands-on approach, working together with their clients to prepare a plan that considers their own unique needs, goals, time frame and risk tolerance. The combined experience of the members of Valen Financial and their knowledge of a wide-range of products and services allow them the ability to provide top-quality financial strategies to help their clients enhance, protect and preserve wealth.