San Diego, CA – Independent Financial Group, LLC (IFG) recently announced that Valark Financial Services has joined their independent broker-dealer. Valark Financial Services is located in Hartford, Connecticut and is led by Charles Wareham and fellow financial advisors, Craig Breitsprecher, W.Tom Polowy, and Vincent Winans.
“We are excited to have Charles, Craig, Tom and Vincent on board as registered representatives with IFG,” explains David Fischer, co-Founder and Managing Director of the San Diego based broker-dealer. He continues, “Valark’s dedication to their clients, coupled with the integrity with which they manage their business is consistent with IFG’s commitment to service excellence. We are thrilled they’ve chosen IFG as their brokerdealer.”
“After working with LPL Financial since 2005, we sought opportunities to improve services and streamline operations,” says Charles Wareham, Founder of Valark Financial Services. “After reviewing a number of options, we felt that Independent Financial Group was best suited to provide the services we need, but small enough to retain the human touch,” He adds, “We wanted to partner with a firm where we wouldn’t be a faceless office in a mass of tens of thousands. We wanted to work with a firm where we could still receive individualized attention.”
About Valark Financial Services
Valark Financial Services specializes in guiding families through the process of saving and paying for college, retirement planning and investment management. Considered one of the Hartford area’s foremost authorities on college funding strategies, Valark provides more than 60 college funding presentations per year at area high schools and community centers. Valark was listed by the Hartford Business Journal as one of Hartford’s fastest growing companies in 2005. Valark currently employs four financial advisors and four full time support staff. Charles Wareham has been a financial advisor since 1992. To learn more about Charles Wareham and his team, visit www.valark.com
About Independent Financial Group
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. As an independent broker-dealer, the company empowers their registered representatives by giving them the technology and tools to meet the needs of their clients. IFG’s corporate office now supports more than 550 independent registered representatives by offering premier services provided by an experienced staff of 55 professionals. Their notable success has been recognized in numerous financial services industry publications including Investment News, Financial Planning & Financial Advisor Magazine. IFG has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list as one of America’s Fastest Growing Companies.
To learn more about IFG, visit www.ifgsd.com.