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Welcome to Valliant & Associates, LLC

As independent investment advisors, we offer a personal financial strategy, not a generic investment program.

Financial planning begins with identifying unique client situations, attitudes, and preferences. Client goals are defined and an investment purpose is established. The investment portfolio is reviewed periodically and performance measured. When appropriate, plan and portfolio are adjusted to take into account changing circumstance.

Working with the advisor, the client describes the desired future. Working with the client, the advisor thoroughly explains the recommended investment strategies to ensure client awareness and understanding of all aspects of the investment program and, most importantly, its purpose. Every decision is focused on achieving results for the client.

Our mission is to help clients achieve financial independence through sound risk management, quality investment products, and personal, efficient service.

We are proud of our affiliation with Raymond James Financial Services, Inc., part of Raymond James Financial. In 1962, Raymond James pioneered the use of finanical planning in the brokerage industry and has maintained its independence and ensuing success.

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Zipline

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

110 S. Queen Street
Chestertown, MD 21620
Phone: 410-810-0800
Fax: 410-810-1372
Direct: 410-810-0800
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Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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