The Valente Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

849 Westwood Dr, Herkimer, New York, 133...

Phone Number

(518) 431-9880

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About The Valente Group

The Valente Group is a financial advisory firm based in Herkimer, NY, specializing in comprehensive financial planning. They operate as a fee-only, independent, and fiduciary service, ensuring clients receive unbiased advice tailored to their needs. The firm is dedicated to helping clients navigate complex retirement issues and achieve a balanced financial future. Their team of knowledgeable advisors is committed to providing expert guidance throughout the financial planning journey.Explore more
The Valente Group's Social MediaPopular SearchesThe Valente GroupThe Valente Group LLCValente Group WealthThe Valente Group( 518Valente GroupSIC Code 62,628NAICS Code 52,523Show more

The Valente Group Org Chart

PhoneEmail
DG
United States flag for contact location.

Executive Assistant & Tenant Liaison

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Valente Group

<$5M
1-10
Private
-
2013
DG
Dawn GherasimExecutive Assistant & Tenant Liaison
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2014
WR
William RudolphsenChief Financial Officer
<$5M
1-10
Private
-
2014
Benjamin Brandt, President & Founder at Capital City Wealth Management
Benjamin BrandtPresident & Founder
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Valente Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Valente Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Valente Group.

The Valente Group Tech Stack

A closer look at the technologies used by The Valente Group

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Frequently Asked Questions Regarding The Valente Group

What is The Valente Group's official website?
The Valente Group's official website is www.valentewealth.com
What is The Valente Group's Revenue?
The Valente Group's revenue is <$5 Million
What is The Valente Group's SIC code?
The Valente Group's SIC: 62,628
What is The Valente Group's NAICS code?
The Valente Group's NAICS: 52,523
How many employees does The Valente Group have?
The Valente Group has 1-10 employees
What industry does The Valente Group belong to?
The Valente Group is in the industry of: Finance, Securities Trading
What is The Valente Group competition?
The Valente Group top competitors include: Sherwood Investment Services, Trinity Wealth Management, KMR Wealth Advisory, Financial Synergies Wealth Advisors
What technology does The Valente Group use?
Some of the popular technologies that The Valente Group uses are: WordPress.org, PHP, Google Font API, GoDaddy DNS
How do I contact The Valente Group?
The Valente Group contact info: Phone number: (518) 431-9880 Website: www.valentewealth.com
What does The Valente Group do?

The Valente Group is a financial advisory firm based in Herkimer, NY, specializing in comprehensive financial planning. They operate as a fee-only, independent, and fiduciary service, ensuring clients receive unbiased advice tailored to their needs. The firm is dedicated to helping clients navigate complex retirement issues and achieve a balanced f... inancial future. Their team of knowledgeable advisors is committed to providing expert guidance throughout the financial planning journey.Read More

What are The Valente Group social media links?
The Valente Group Linkedin page
Is The Valente Group a public company?
The Valente Group is private company therefore does not currently have an official ticker symbol
See more information about The Valente Group

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