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FINRA Broker Check

FINRA Broker Check

ABOUT
SERVICES
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CONTACT

Valerie Pate

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Recent Posts

Tax Planning for College and K5-12 Expenses
SECURE Act 2.0
The Gap in Financial Planning
Market Volatility, Inflation and War, Oh My!
Roth IRAs : Front Door, Backdoor or No Door?

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Address

2630 Ridgewood Road,

Suite C Jackson, MS 39216

Phone & Fax

P 601.714.1668
F 877.656.0657

Hours

Monday To Thursday
8:30 AM – 5:00 PM

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Friday
8:30 AM – 3:00 PM

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Rivertree Financial Planning is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Representatives may only conduct business in states where he or she is registered or qualifies for an exemption or exclusion from registration. This is not a solicitation to residents of any states other than Alabama, Arkansas, Colorado, District of Columbia, Florida, Georgia, Iowa, Illinois, Kentucky, Louisiana, Michigan, Missouri, Mississippi, New Jersey, New Mexico, Tennessee, Texas, Virginia, Wisconsin.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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