
Valeo Foundation Inc
THE FOUNDATION SOLICITS CONTRIBUTIONS FROM CLIENTS ASSOCIATED WITH VALEO FINANCIAL ADVISORS LLC AS WELL AS OTHER INDIVIDUALS. THE FOUNDATIN WILL THEN PROVIDE DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS OR AGENCIES PROMOTING OR SUPPORTING SOCIAL JUSTICE, SOCIAL CONCERNS, EDUCATIONAL OR RELIGIOUS ORGANIZATIONS.
ICO
205077399
Web
valeofinancial.com
Address
Indianapolis
Comprehensive, Independent, Fee-only Advice and Planning | Valeo Financial Advisors Bringing it all together Financial adviceis more than justinvestment advice If you are worth what you chargeit should be easy to show what you charge. Professional advisors working for a limited number of clients Our futures are highly correlated Financial adviceis more than justinvestment advice Investments are an important part of what we do for our clients but financial advice is far more than just investments. At Valeo we focus on a clients entire financial picture including insurance taxes cash flow educational funding retirement and estate planning. As a result we striveto provide peace of mind that can only come from knowing all aspects of your financial life are working welltogether.
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Latest reviews
Together, we can make a real impact in communities around the world. Help us bring hope and support.
Absolutely love what Valeo Foundation Inc is doing! It's so important to have a holistic approach to financial advising that covers all aspects of life. Keep up the amazing work! 🌟

Brooklyn Simmons
Product Manager
Incredible to see a foundation that genuinely prioritizes clients' needs and well-being! The focus on social justice and educational support makes a real impact. Proud to support this mission! 🙌

Brooklyn Simmons
Product Manager
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