Ronald  Valpey,  CFP<sup>&reg;</sup> - Financial Advisor

Ronald Valpey, CFP®

AIF

President

Valpey Financial Services, LLC

100 North Main Street, Ste 500
Concord, NH 03301
FINANCIAL ADVISOR'S WEBSITE
(603) 856-7945

General

Ronald Valpey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valpey Financial Services, LLC in Concord, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Stocks & Bonds

More

Helpful Financial Planning Resources