Carrie Valleau

Executive Assistant at Haddonfield Financial Planning - Haddonfield, NJ, US

Carrie Valleau's Colleagues at Haddonfield Financial Planning
Nichole Deacon

Client Service Specialist

Contact Nichole Deacon

Adam Puff

President | Financial Advisor | Wealth Manager

Contact Adam Puff

Max Wilson

Certified Financial Planner

Contact Max Wilson

Carrie Valleau's Contact Details
HQ
N/A
Location
Haddonfield,New Jersey,United States
Company
Haddonfield Financial Planning
Carrie Valleau's Company Details
Haddonfield Financial Planning logo, Haddonfield Financial Planning contact details

Haddonfield Financial Planning

Haddonfield, NJ, US • 5 - 9 Employees
Financial Services

Every other financial service website seems to share the same sales pitch, promising a happy future in flowery investment-speak.We do things a bit different, starting here, telling you what you actually want to know.Our biggest job is to keep you from making a bad decision. That usually means keeping you invested. No timing the market. No reactions to news, just patient and proven investing.Age is just a number. But that number can have a direct impact on the success of your portfolio.Today the average age of a financial advisor is 51 with 38% of advisors expecting to retire in the next 10 years, according to Cerulli Associates.Just 10% of financial advisors today are under age 35.And that's another way Haddonfield is different. My name is Adam, and while I may have been in this game for some time (since 2004), I will still be in the game when you retire. I am also an Accredited Investment Fiduciary, which means I have to put you first.Are you more worried about your retirement or your advisors? What are you going to do when your advisor retires in 10 years or less and you have to start all over again?

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Carrie Valleau currently works for Haddonfield Financial Planning.
Carrie Valleau's role at Haddonfield Financial Planning is Executive Assistant.
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Carrie Valleau works in the Financial Services industry.
Carrie Valleau's colleagues at Haddonfield Financial Planning are Nichole Deacon, Adam Puff, Andrew F., Max Wilson and others.
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