Paul Valerio

Paul Valerio
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1 W Philadelphia Ave

Boyertown, PA 19512-1427

About me

Background

Paul Valerio offers clients more than 20 years of financial services, retirement planning and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Ithaca College 1988 1992

Personal Interests

Paul is the past president of National Association of Insurance and Financial Advisors, Tri County. In his free time, Paul coaches and is an official for youth hockey and lacrosse. He is married with three children.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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