Valerie McWhite Chambers: Primerica-Financial Services

Joyce Valerie Warden is a Licensed Financial Representative with Primerica serving ORLANDO and its surrounding areas.

Assurance Mezzanine Fund is a private investment firm providing $3 to $20 million customized growth capital solutions to profitable, lower-middle-market companies nationwide. We look to invest our funds in established companies operated by experienced and proven management teams with a history of building enterprise value. Assurance Mezzanine Fund was created by former industry executives and experienced investors who place a high value on their relationships with management teams. Our goal is to help companies grow not only by supplying capital, but also by offering business owners our experience and network contacts obtained while operating our own businesses. Unlike other lenders, we know what it takes to operate and grow a business. We understand that many times fundraising can be a distraction to business operations. For that reason, we work hard to make the diligence and closing process both fast and fair. A great deal for us is one where both parties are happy and motivated to help grow the company.

Kathleen Roat & Company Inc, based in Orlando, FL, is a trusted financial services firm with a remarkable 30-year track record of providing comprehensive tax consulting and preparation, insurance planning, and a range of complementary financial services. Their dedicated team of experts caters to individuals who share concerns about their financial future but find solace in partnering with KRC, where action takes precedence over fear. As an independent firm, Kathleen Roat & Company Inc operates with integrity and prides itself on building long-lasting relationships with their loyal client base. With a focus on foundational competencies and a commitment to delivering personalized solutions, KRC ensures that individuals can confidently navigate their financial journey with peace of mind.Generated from the website