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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Prime Global is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.
Several Boulay Financial Advisors, LLC team members are certified by one or more of the following accredited institutions: Accredited Investment Fiduciary, Chartered Life Underwriter, Chartered Financial Consultant, Certified Management Accountant, Certified Investment Management Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Public Accountant, and Personal Financial Specialist. For information on the Financial Industry Regulatory Authority's professional designations, visit www.finra.org.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.