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Department profile
Valeo Financial Advisors, LLC
Department profile | Valeo Financial Advisors, LLC
Wealth Managers

Chambers Review

Provided by Chambers
Wealth Managers - Indiana
Spotlight
What the Team is Known For

Valeo Financial Advisors assists wealthy individuals and families with financial and estate plans, investments and insurance options. The firm's sustained growth is also recognised by market insiders.

Strengths

"Valeo have started to build out their high net worth group with Charlotte Lippert. She has nice high net worth clients and they are doing a fantastic job."