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.
View Top Employees from VALTA, Inc.Website | http://valtainc.co |
Revenue | $192000 |
Employees | 3 (3 on RocketReach) |
Founded | 1975 |
Address | 2810 Coliseum Centre Drive Suite 110, Charlotte, North Carolina 28217, US |
Phone | (704) 357-0088 |
Fax | (704) 357-1211 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Commencement Financial Planning LLC, Flagship Capital Advisors, Schneider Wealth Strategies, Yeomans Consulting Group, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular VALTA, Inc. employee's phone or email?
The VALTA, Inc. annual revenue was $192000 in 2024.
3 people are employed at VALTA, Inc..
VALTA, Inc. is based in Charlotte, North Carolina.
The NAICS codes for VALTA, Inc. are [52, 52393, 523, 5239].
The SIC codes for VALTA, Inc. are [628, 62].