VALTA has been in the financial services industry since 1975, and specializes in helping clients gain absolute clarity about what is most important to them in order to live purposeful lives. Over the years, we have developed a process-driven, values-based comprehensive approach to financial planning and wealth management through collaboration with a team of subject matter experts across all areas of finance. VALTA focuses on helping clients improve their quality of life and achieve greater satisfaction and success by aligning their financial choices with their core values. Our values-based approach is ideal for those who are motivated to implement an inspired, compelling financial strategy in alignment with living a Life of Significance.

Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Valta are not affiliated.

VALTA, Inc.

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