Mike Valiente

I had some questions about investing and saving for buying a home and I was all ready to set up an appointment and pay for some advice from a financial adviser.
Mike called me back and spent 30 minutes just on the phone with me giving me advice and also giving me some great contacts I can reach out to once I am ready to purchase a home.
He didn’t try to get me to come in and purchase his services (even though I would have been willing to) but instead just walked through some things with me over the phone. He was very helpful and very honest.
I would 100% recommend reaching out to Mike for your financial and investment needs.

I met with Mike after reaching out to him through Unilocal and he was great to work with. In our first initial meeting he created a phenomenal game plan and was very resourceful from financial planning, insurance, and real estate. My wife and I look forward to continuing our financial planning with him.

I know mike for almost two years, he is responsive and very diligent. he walked me through any question I may have. he is honest and trust worthy, really knowledgeable. Thanks for his financial advise I’m homeowner now. I would highly recommend him.

Mike is a trust-​worthy source of information and we have complete trust in his recommendations and skillset. He knows what to do to help your situation. More so than most people at the «banks». He will research funds/​markets and find what best fits your situation. Step up to a PRO, Highly recommended!

My wife and I met with Mike last year after finding him on Unilocal.We were pleased to meet with him after our first phone call. He was prepared and informative, and his counsel gave us a good direction for our investment plans.
We started with a relatively small investment plan, but Mike treated us as if we were very large investors. His care and attention to detail were very reassuring for myself and my wife.
Now that we’re in a position to invest more, we’re thrilled to have Mike on our team. His guidance and direction are greatly appreciated and we would recommend him to anyone looking for an adviser you can trust.
Thank you Mike!

I met with Mike as a financial advisor, he was referred to me by a mutual friend. He helped educate me on the best options for me to save for retirement and also how to live comfortably in retirement. I am a single Dad with two kids and my family security is my most important priority. So I really appreciate Mike’s advice and his help to guide me in the right direction. He is also always available when I need to ask him a question.

My husband and I have been working with Mike for years, and I can’t say enough good things about him.
Not only is he an educated and trust worthy financial advisor, but also one of the nicest people I’ve ever met. He takes his job and client relationships very seriously, and it really shows every single time we talk or have a meeting.
His knowledge and experience in his business has taught us so much, and I would highly recommend working with Mike for any of your insurance or investment needs.

Mike is knowledgeable and affable. He provided me with practical advice and answered all my questions when I called him. I recommend him to anyone who has questions about when to buy a house or how to invest.

I can’t say enough great things about how Mike has helped myself and 3 other members of my family! He has introduced us to products and ideas that I didn’t know were possible! My mom who is retiring this year had a meek outlook on things and he has guided her towards investments that will increase her retirement income… a huge load off for the rest of the family! He has also helped my brother-​in-​law and I set up IRA accounts and insurance policies that help build our future as a self-​employed individuals! Thanks to Mike, our financial future is headed in a great direction!

I’ve been with Mike since 2008, and I have to say that I know he has my back! He is professional, courteous, and let us not forget — funny! I know I can call anytime and ask silly questions because Mike will not judge me, but rather spend some time explaining things to me… over and over if it has to be that way with people like me. I’m in the entertainment industry and my attention is on artsy fartsy things. Mike keeps me focused and helps me manage my millions (ok, maybe one day it will be millions) and keeps me on track! Thanks Mike!

Mike Valiente is an extremely professional and talented financial analyst. He spent hours sitting with me in person, meeting for lunch (all the way up in Hollywood), reviewing my old investments, how to consolidate and make the most from my money over time. He was extremely patient as we jumped through the hoops of conference calls with my old financial institution to release funds for rollovers. Further, he managed ALL of the fine details. He’s truly an incredible person who makes you feel comfortable and well educated in every decision that you make.
Further, he responds to emails, voice mails, and telepathy (just kidding) before you even press send. See, there it is, he just thanked me before I even posted.
Truly, Mike is a gem and someone I will continue to trust in handling all of my investments. He receives my highest rating (and deserves it).

Mr Valiente is great. I have referred a few friends to him over the past 4 or 5 years. The people I’ve referred still tell me how much they appreciate him because he follows up when appropriate and stays on top of whatever my referrals needed. I will continue to recommend mr Valiente.