Financial Consultant
.Straight talk. That’s our approach as financial professionals. Our clients wouldn’t want it any other way.
They’re looking for a financial guide whose objective - someone who puts their needs and goals first. They want a financial professional who’s transparent and has the wisdom and knowledge to clearly lay out all the options. They need a professional to map out a plan to help them reach their financial destination. Life changes, of course. Sometimes, you have to stay on track. Other times, you have to switch routes. We have the wide-ranging experience and expertise to help you do both.
So, how can we help you reach your goals?
I love what I do. I’ve been a financial consultant with Thrivent for more than 20 years. I have a longstanding history of making meaningful impacts in the financial lives of my clients through transparent, objective and holistic financial planning. I offer a broad portfolio of products and services including financial planning, investments, estate planning, managed accounts, life insurance, extended care, and much more.
Most recently, I have had the honor of being inducted into Thrivent's Hall of Fame! In celebration, I would like to share this video which Thrivent created to share my story. Hall of Fame represents long-term commitment to our organization with consistent, successful performance.
- Planned Giving Officer, Village Lutheran Church in Bronxville
- Work with Westwood Food Pantry - committed to providing essential provisions those in need
- Ongoing work with American Cancer Society
- Supporter of local women’s shelter - Center for Hope and Safety
Margaret Valentino
Margaret supports the overall operations of the practice and
is licensed for insurance protection products. Prior to joining
Thrivent in 2013, she gained nearly a decade of tax
accounting experience.
Margaret earned an accounting degree from William Paterson
University in Wayne, New Jersey. She and her husband live in
New City with their three children.
Title: Insurance Office Professional
Location: Montvale
Phone: 551-249-2864
Fax: 877-206-3439
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- California(Insurance Lic. #4039443)
- Connecticut
- Delaware
- Florida
- Georgia
- Illinois
- Indiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Missouri
- Montana
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Vermont
- Virginia
- Washington
- Washington DC
- Wisconsin
Insights
Office location
Montvale Location
221 W Grand Ave Ste 202
Montvale, NJ 07645
Phone551-249-2859Fax201-505-4856HoursMontvale, NJ 07645
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations