The team at Resonate, Inc. offers a variety of professional services to families/individuals, Not-for-Profits and professional advisors.
Our clients are our number one priority. We believe in the TEAM concept of values-based financial and legacy planning; therefore, we have surrounded ourselves with other professionals throughout the country who are highly regarded in the areas of investment, law and accounting. This comprehensive, value-added approach insures you that your planning will be completed using the most accurate, thorough and up-to-date information and methodologies.
Resonate provides services to Not-for-Profits in the areas of training, consulting and speaker resources. We can serve as a consultant and provide topics related to; Board training, the tangible and intangible aspects of giving, custom educational programs for women donors, and motivational programs for donors.
For our peers, we provide training and resources to help you serve your affluent clients. We offer Purposeful Planning Training sessions - either customized for your team or in a group setting. Many of the trainings involve other professional coaches from around the country, who add additional valuable content and insight into the Purposeful Planning system.
Advisory Disclosure:
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate ValMark Securities, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II, as provided).
Fee-Based Planning offered through Resonate Advisors, Inc. a State Registered Investment Advisor
Securities offered through ValMark Securities, Inc., Member FINRA, SIPC.
Third Party Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor.
130 Springside Dr., Suite 300, Akron, OH. 44333, 800-765-5201.
Resonate, Inc. is independent of ValMark Securities, Inc. and ValMark Advisers, Inc.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.
For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment, Registered Representative or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator.
