Louise Mcfarland

wealth transfer support at Valley Forge Financial Group Inc - Berwyn, PA, US

Louise Mcfarland's Colleagues at Valley Forge Financial Group Inc
Elaine Williams

Underwriting Administrator

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Jeff Merrill

Vice President of Operations - Valley Forge Private Equity, Inc.

Contact Jeff Merrill

Gail Dewees

Relationship Manager, Investment Advisory Services

Contact Gail Dewees

Christine Crouse

Accounts Receivable - Valley Forge Pension Management

Contact Christine Crouse

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Louise Mcfarland's Contact Details
HQ
610-783-6650
Location
Company
Valley Forge Financial Group Inc
Louise Mcfarland's Company Details
Valley Forge Financial Group Inc logo, Valley Forge Financial Group Inc contact details

Valley Forge Financial Group Inc

Berwyn, PA, US • 50 - 99 Employees
Financial Services

You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance. We will help you achieve "Financial Freedom" through what we term "Financial Wisdom", wisdom built upon experience and the valuable resource of broad financial knowledge. You will find "Financial Wisdom" delivered to individuals, families and privately held businesses in the areas of Wealth Transfer, Estate Planning, Investment Guidance, Life Insurance, Pension Administration Services, Private Equity and Family Office Services. To earn your trust, we aspire to exceed your expectations with the highest standards of ethical conduct. We provide you with informed and reasoned decisions in every aspect of your personal financial governance, with the overarching goal of helping you accumulate, manage and preserve your wealth.Valley Forge Financial Group associated Registered Representatives offer securities through M Holdings Securities, Inc. a registered broker dealer, Member FINRA / SIPC. Investment Advisory Services offered through Valley Forge Investment Consultants, Inc. Valley Forge Financial Group, Inc. and its affiliated companies are independently owned and operated from M Holdings Securities, Inc. Valley Forge Financial Group, Inc. is a member of M Financial Group.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact one of our Registered Representatives directly.The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Investment Guidance Life Insurance Wealth Transfer Estate Planning Pension Administration Services Private Equity Family Office Services Financial Services Financial Advisory Services
Details about Valley Forge Financial Group Inc
Frequently Asked Questions about Louise Mcfarland
Louise Mcfarland currently works for Valley Forge Financial Group.
Louise Mcfarland's role at Valley Forge Financial Group is wealth transfer support.
Louise Mcfarland's email address is ***@vffg.com. To view Louise Mcfarland's full email address, please signup to ConnectPlex.
Louise Mcfarland works in the Financial Services industry.
Louise Mcfarland's colleagues at Valley Forge Financial Group Inc are Elaine Williams, Michael Jr., James Forbes, Jeff Merrill, Gail Dewees, Christine Crouse, James Forbes and others.
Louise Mcfarland's phone number is ["+16102874750","+16102872619"]
See more information about Louise Mcfarland