WILLIAM S. VALENTINE 165 Township Line Road, Jenkintown, PA 19046

Welcome to William S. Valentine - Your Trusted Financial Partner in Jenkintown, PA

Located at 165 Township Line Road, Jenkintown, Pennsylvania, William S. Valentine is your local expert in comprehensive financial planning and investment strategy. As a distinguished Oppenheimer Financial Professional, William S. Valentine is dedicated to aligning each client's unique goals, values, and needs with tailored investment and insurance strategies.

Our Approach:

At William S. Valentine, we believe in a holistic approach to financial planning. Through an in-depth discovery process, we gain a true understanding of each client's specific situation, time horizon, and risk tolerance. We specialize in growing and protecting the assets of high net worth clients, including individuals, families, corporate executives, and businesses. By leveraging the vast resources and leadership at Oppenheimer, we are committed to helping clients pursue their financial goals and solve complex financial issues.

Our Services:

- Investment Strategies: Utilizing Oppenheimer's robust investment platform, we provide customized strategies to meet your financial objectives.

- Insurance Solutions: We offer a range of insurance products designed to protect your assets and secure your financial future.

- Trust and Estate Services: With the support of the Oppenheimer Trust Company of Delaware, we can assist in managing and transferring wealth efficiently.

- Consulting Services: Our Consulting Group at Oppenheimer Asset Management Inc. offers expert advice to navigate the financial landscape.

Collaborative Financial Management:

While Oppenheimer, OAM, and the Oppenheimer Trust Company of Delaware do not provide legal or tax advice, our team collaborates closely with your attorneys and tax professionals to ensure all your financial needs are met and executed with precision.

Important Information:

Please note that some services may be provided by third parties not affiliated with Oppenheimer, and Oppenheimer may receive compensation from agreements with these third parties. Our services are intended for residents of the states we operate in and should not be considered a solicitation in any other jurisdiction.

Explore the potential of your financial future with William S. Valentine. Contact us today to schedule a consultation and discover how we can help you achieve your financial aspirations.

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