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FAQs

It's important to note that these are just some general FAQs. The specific questions you have will depend on your particular needs and interests. We recommend that you interact with one of the Team Vale Financial Group representatives  for more information.

  • What type of financial company is Team Vale Financial Group?
    Team Vale Financial Group is a financial services firm that offers a wide range of products and services to individual and business clients. They specialize in helping families reach their financial goals by providing education, guidance, and personalized financial solutions. Additional resources: Phone number: +1 (305) 399-5046 Disclaimer: This information is general and should not be considered as financial advice. Consult with a qualified financial advisor before making any financial decisions.
  • When was Team Vale Financial Group founded?
    We are a young and dynamic company founded in April 2024, with a team of financial experts passionate about helping you achieve your goals.
  • Where is the Headquarters of Team Vale Financial Group Located?
    We are in: 4228 SW 70th CT, Miami, FL 33155
  • How many employees does Team Vale Financial Group have?
    "Team Vale Financial Group is constantly growing and currently has a team of 16 agents. We are committed to expanding our team to better serve our clients."
  • What are the products and services offered by Team Vale Financial Group?
    The company offers a variety of financial products and services, including: Insurance: Life insurances Investments: Investment accounts Retirement plans Financial advice Annuities Loans: Mortgage loans Mortgage Refinancing Other services: Financial planning Identity protection EasyMedicare
  • Who are Team Vale Financial Group products and services suitable for?
    At Team Vale Financial Group they offer a wide range of financial products and services that may be suitable for Individuals, families and even companies.
  • What types of investment products does Team Vale Financial Group offer?
    Annuities: Fixed Annuities Variable annuities Indexed Annuities Investment accounts: Roth IRA Traditional IRA SEP 401K SIMPLE Wide range of mutual funds to choose from College Funds 529 Plans Coverdell UGMA/UTMA
  • How can I open an account with Team Vale Financial Group?
    You can open an account with Team Vale Financial Group in the following ways: Online: Go to the website :Team Vale Financial.com Click on the “Online Appointment” button An Agent from our team will contact you to review your application and answer any questions you may have.
  • What are the requirements to open an account with Team Vale Financial Group?
    General: - Being of legal age: You must be at least 18 years old. - Legal status - Provide identification: Driver's license or passport. - Deposit initial funds: The minimum amount varies depending on the type of account. - Complete an application: Provide information about your financial situation. - Social Security number. - Bank reference.
  • How can I deposit and withdraw money from my account?
    Once you have an account with us you will have access to an application for full control over it, however we always advise you to speak with your agent to help you with any questions you may have.
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