Valpey Financial Services, LLC

CONNECT

Address:

One Eagle Square Suite 500
Concord, NH 03301

Phone:

(603) 856-7945

Fax/Other:

(603) 856-7946

Our Firm

 

Relationship Based Practice

 

As fee-only* investment advisors, we work for our clients and only our clients. We receive no commissions, payments or compensation contingent upon the purchase or sale of financial products or plans—our primary responsibility is to provide unbiased advice without conflicts of interest.

We do not work for undisclosed commissions or hidden fees, nor do we create statements or have access to withdraw client funds. An independent third-party custodian such as Schwab, Fidelity or Vanguard holds clients' funds, issues statements and mails the statements directly to our clients—helping safeguard holdings while also lowering expenses.

We practice Informed Consent, disclosing information so that the client is able to understand his or her situation and options, and has complete unhindered freedom to choose from, or refuse said options.

Biography

Regulatory Disclosure Documents:

ADV Part 2A Brochure 20180627

ADV Part 2B Brochure Supplement