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Claire Valeski
Financial Associate

About Claire Valeski

What are your goals and values? What worries keep you up at night? What dreams do you aspire? I will assess your situation and develop a financial strategy designed exclusively for you. Working together, we will work together to accomplish your goals and what’s important to you. My family and I cherish our time together and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. I am passionate about empowering people to save for retirement and pursue your financial dreams. I have been told that my passion shows in my ability to effectively communicate on all levels. Simplifying a complex concept and bringing new understanding that could change the course of your life is rewarding to me. My goal is to help you reach a place where you feel like you have enough for yourself – and to share.