Building Your Financial Success by Design

We are invested in what’s best for our clients. Stallion’s dedicated team works with you to build a strategic financial plan designed to provide lasting value for today—and generations to come.

Meet our Team

We Put Planning First

As your financial architect, we work with you to build the right financial plan, custom for you.

We Know Estate Planning

– Robert Valenzano

Rob and our team of financial specialists spend the time to understand your unique situation. We then build a solid, customized plan to meet your current needs and future objectives—we are your personal CFO.

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We Know Wealth Building

– Andrea Vincenzi

Andrea is a wealth management expert. Proven successful for over a quarter of a century, our wealth building approach provides optimum financial strategies to help protect and grow your wealth in today’s complex world.

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We Know Group Benefits

– Josie Cantatore

Josie and the Stallion team work tirelessly to create Group Benefit and Retirement Plans that ensure health and peace of mind for your employees—valuable offerings that help build stronger team relationships.

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