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12 Long Lake Road #5 Mahtomedi, MN 55115

651-447-2235
info@uadvisors.com
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Great Valley Advisor Group.

A Full-Service Registered Investment Advisor.

Great Valley Advisor Group, Inc. (GVA) was founded in 1986.

GVA delivers support and confidence to independent advisors through a customized RIA platform. Great Valley Advisor Group does not have a direct affiliation with any investment company so advisors are afforded the flexibility to build a financial plan that focuses on the goals of the client.

When working with Great Valley Advisor Group, advisors generate more time to focus on their clients.


GVA  is focused on technology, support, and a customizable business structure when bringing advisors into the financial services business. Through our various partnerships, and other key technology relationships, GVA is able to provide comprehensive tools for each advisor. Offering a plug and play structure provides the new advisor with access to a customized CRM system, customized document management tool, compensation software, as well as additional tools right at their fingertips.

The in-house technology solutions we have built at GVA allow each of our advisors to spend more time gathering and managing new assets. Our dedicated support team focuses on providing the best possible service to each advisor, hosting monthly & quarterly update calls, as well as making sure they get the right answer for their clients.

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Contact

Office: 651-447-2235

Fax: 651-447-2234

12 Long Lake Road #5

Mahtomedi, MN 55115

info@uadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. U Advisors and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IA, IL, IN, KS, MN, NY, ND, TX, and WI.