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Our financial advice team


Valentino A Scaramuzzo, Financial Advisor serving the Garden City, NY area - Ameriprise Advisors

Valentino A Scaramuzzo

CFP®, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Halcyon Financial Partners

An Ameriprise Platinum Financial Services® Advisor

39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Master of Arts, Manhattan College
  • Bachelor of Arts, Manhattan College

Awards & recognition

  • Five Star Wealth Manager, 2014 ,2016-2024
  • Ameriprise Diamond Ring Club, 2007
  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020-2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Professional associations

  • Certified Financial Planner Board of Standards, member

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Dutchess County Regional Chamber of Commerce, member
  • Order Sons of Italy in America, member
  • New York Athletic Club, Member

Interests

  • Married, wife Minerva
  • Daughters, Geraldine & Isabella
  • Enjoy wine-making, traveling, Italian opera

Honored to receive recognition

I’m thrilled to share that Andriola, Goldberg & Associates has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC