Ronald Valpey

Financial Adviser at Valpey Financial Services Llc in Concord, NH

About

As fee-only* investment advisors, we work for our clients and only our clients. We receive no commissions, payments or compensation contingent upon the purchase or sale of financial products or plans—our primary responsibility is to provide unbiased advice without conflicts of interest. We do not work for undisclosed commissions or hidden fees, nor do we create statements or have access to withdraw client funds. 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 practice Informed Consent, disclosing information so that the client is able to understand his or her situation and options, and has complete unhindered freedom to choose from, or refuse said options.

Address
One Eagle Square, Suite 500 in Concord, NH 03301
Info
None specified

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Specialties

  • Bonds & Fixed Income
  • Equities
  • Mutual Funds
  • Retirement Planning

Credentials

Licenses

Series 63
Series 65
Series 7
NH Insurance Producer
License # 10361729
Series 24

Certifications

AIF
CFP

Background

Education

Northeastern University Boston
Emerson College Boston
University of California