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The Millennial’s Guide to Retirement Planning
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Chuck Valenti
Financial Advisor|ChFC®, CLTC®
Expertise | Integrity | Strength
631-410-1344 631-410-1344
My Mission
My mission is to partner with clients and develop lifelong relationships by providing expert guidance and clarity to help achieve financial goals.
- Chuck Valenti
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Who We Serve
Our services are tailored to affluent individuals and families both locally and nationwide. We specialize in serving business owners & C-suite executives. We genuinely value the tremendous trust that our clients put in us every day by choosing to have our team in their corner
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4