Clients/Prospects
Resonate believes 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.
Click on the "Introduction Packet" link to the left to download a .pdf file containing information on Resonate, bios and a map. Share it with friends and family. If you’d like to set-up a complementary 1 hour meeting to see how we could be of service to you, please contact us at 513-605-2500 to schedule a conveneint time to come to our office. If you would prefer to have a hard copy of the information packet mailed to you, please let us know.
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.
