Foundations Investment Advisors
Raymond Vallee is the Founder & President of Combined Benefits United, a company started in 2000 as a local insurance marketing company. Raymond is also a Partner at CBU Benefits, a Maine-based company providing supplemental health options, and a Partner at CBU Advantage, a leader in the Medicare Advantage space. Additionally, Raymond is a Partner at CBU Direct, offering high-growth opportunities in the Final Expense sales market. Raymond is also a Partner at IPA Marketing and Foundations Investment Advisors. Prior to their current roles, Raymond worked as an Employee Benefits Coordinator at Combined Management and as a Producer at an Independent Agent. Raymond also served as a General Agent at Prudential Financial. Raymond holds a degree from Merrimack College.
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Foundations Investment Advisors
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest growing RIA firms according to FA Magazine, we employ a team of skilled portfolio managers and provide professional planning services with an actively managed, risk-based focus. We believe it’s important to provide the tools for financial advisors to help make efficient, goals-based financial plans for investors. In addition, we pride ourselves on making sure the investor experience is an enjoyable one that remains efficient and transparent. Please do not hesitate to reach out with any questions, we are always here. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.