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PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Valor Financial Group on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Bianca Noiseux

Bianca Noiseux

Investment Advisor Representative , Private Wealth Advisor

Bryan Ricci

Bryan J. Ricci, CFP®, CPA

Private Wealth Advisor, Investment Advisor Representative

Charles Dufour

Charles Dufour

Investment Advisor Representative

Christopher  Torres

Christopher Torres

Advisor Success Lead

Daphne Roberson

Daphne Roberson

Investment Advisor Representative / Private Wealth Advisor

David Cowan

David L. Cowan

Private Wealth Advisor, Investment Advisor Representative

Dean Anatra

Dean Anatra, CPA

Private Wealth Advisor, Investment Advisor Representative

Dr. Sabrina Scott

Dr. Sabrina A. Scott

Private Wealth Advisor, Investment Advisor Representative

Hannah Candela

Hannah Candela

Director of Client Experience

Joseph Goss

Joseph (Jody) Goss

Managing Partner , Private Wealth Advisor

Joseph Knudsen

Joseph Knudsen

Investment Advisor Representative

Justin Bolmgren, CFP®

Justin Bolmgren, CFP®

Private Wealth Advisor

Matthew Sweeney, CEPA

Matthew Sweeney, CEPA

Managing Partner, CIO

Michael Schellinger

Michael Schellinger, RICP®, CLTC®, NSSA® 

Private Wealth Advisor, Investment Advisor Representative

Mindy  Gallina

Mindy Gallina

Investment Advisor Representative

Morgan Marx

Morgan Marx, CFP®

Private Wealth Advisor, Investment Advisor Representative

Sondra Ziegler

Sondra Ziegler, MBA

Investment Advisor Representative

Steven   Minninger, Jr., MBA, CFP®

Steven Minninger, Jr., MBA, CFP®

Managing Director of Admiralty Private Client Group, a division of William Joseph Capital Management, Private Wealth Advisor, Investment Advisor Representative

Talia  Cyr

Talia Cyr

Analyst, Paraplanner, Client Service Specialist, Investment Advisor Representative

Walter  Costenbader, CFP®

Walter Costenbader, CFP®

Chief Compliance Officer

William Joseph McCloskey

William Joseph McCloskey Sr.

Private Wealth Advisor, Investment Advisor Representative

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