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Frequently Asked Questions

About Value View
Value View is a Registered Investment Advisory firm that offers account management, investment planning, wealth building, retirement and a widely-read investment newsletter. Click here to learn more about Value View including our investment philosophy, mission, and exceptional investment management.

What services does Value View offer?
Value View offers a variety of investment services including retirement planning, wealth management, and investing for educational expenses. Whether you are an experienced investor or just getting started, Value View can customize a unique investment plan for you. In addition, Value View offers a widely-read investment newsletter, Investor's Value View.

Why invest with Value View?
Value View Financial offers you an opportunity previously only available to large investors. Your own private money manager, possible through Value View Financial's "Personal Wealth Account".

How do I invest with Value View?
We value all of our clients and look forward to enhancing your investment performance. To invest with Value View, please contact us directly by phone or email, or just drop us a note telling us the best times to contact you.

Does Value View trade through a specific brokerage firm?
Value View has established a strong, trusted relationship with Ameritrade, a leading discount broker. Ameritrade also is able to provide significant services for very low costs. For this reason, we confidently handle most account management through Ameritrade Advisor Services. However, we do not have an exclusive relationship with any broker, and can normally manage accounts through any broker that our clients' prefer.

Can Value View act as my broker?
No! Value View is NOT a broker. We operate independently, as YOUR advisor, and are not compensated or influenced by commissions. We are a "fee-only" advisor. This puts us in a position that is aligned with the interest of our clients.

Do you manage IRAs?
Yes. Transferring or setting up your own Individual Retirement Account (IRA) is easy. For further information about IRAs, please visit the Investor's Center or contact Value View directly.

How do I subscribe to the Investor's Value View Newsletter?
The Investor's Value View newsletter provides its subscribers with outstanding financial information that can help dramatically boost your investment profits. Be a member of an exclusive readership that enjoys one of America's most timely and accurate financial publications. Click here to take advantage of our unbeatable subscription offers.

I have a question about my Investment Account
For any questions relating to your account, please contact Value View by phone or email.

I have a question or comment, how do I contact Value View?
For general inquiries or comments please contact Value View at frontdesk@valueview.net

I am experiencing technical difficulties with your website
If you are experiencing difficulty viewing our website, or would like to make a comment, please email
frontdesk@valueview.net

 

 
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