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.
Frequently asked questions
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.
We are a young and dynamic company founded in April 2024, with a team of financial experts passionate about helping you achieve your goals.
We are in:
4228 SW 70th CT, Miami, FL 33155
"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."
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
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.
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
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.
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.
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.