OUR STRATEGIC PARTNERS
The Reichert Company maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge level service and advocacy.
VALMARK FINANCIAL GROUP
We are a Member Firm of Valmark Financial Group, a 50+-year-old, invitation-only group of independent wealth and insurance advisory firms. Valmark employs over 100 professionals who provide a concierge level of support to each Member Firm. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
As a collective group, Valmark Member Firms have over $40 billion of life insurance in force and an estimated $10 billion of assets under management. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. www.valmarkfg.com.
BUSINESS ENTERPRISE INSTITUTE (BEI)
Founded in 1996, the Business Enterprise Institute is a national network of leading Exit Planning firms. Its mission is to train and provide technical support and planning resources to exit planning advisors in every aspect of the Exit Planning process. www.exitplanning.com.
If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.
22 RUSKIN SQUARE | GREENVILLE, SC 29607
217 VINEYARD PARK | SUNSET, SC 29685
Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. Advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Akron, OH 44333. (800) 765- 5201. The Reichert Company, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.