We understand the desire to protect your family. We established the Valentine Ferrell team with the sole purpose of protecting and preserving the financial well-being of our clients and their families. We believe that serving our clients is a great privilege and your long-term success is our priority. We are devoted to building lasting relationships, understanding your goals and formulating a plan to help you reach those goals.
We have found that the best ideas are generated through open-ended discussion and collaboration, so we combine each of our individual expertise to offer you top-tier advice and service. As a team of experienced, dedicated, and knowledgeable advisors, we are focused on making a positive difference in your life.
Valentine Ferrell Investment & Wealth Advisors are registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Indiana, Kansas, Maryland, Massachusetts, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia.
Massie Valentine is licensed to offer insurance and annuity products to residents in North Carolina, Pennsylvania, and Virginia. Will Valentine and Wortie Ferrell are licensed to offer insurance and annuity products to residents in Virginia.