Partner with Valderrama Financial Services for trusted financial planning in Spanish or English, customized to your needs. Whether it’s life insurance, tax free accumulation tools or retirement planning, we provide clear, personalized guidance. Schedule a consultation today and secure your financial future with a team that understands you.
Valderrama Financial Services understands your concerns and is here to help.
Ready to plan a secure future? Let’s talk, in a language that feels like home.
Trust in Your Language – We explain everything, so you feel informed and confident.
A Community Connection – Our services are tailored specifically for the Hispanic community, building trust.
Fast and Friendly Follow-Up – Modern tech means you get faster responses without losing the personal touch.
Many Options to Fit Your Life – Retirement solutions, Life insurance, short and long term disabilities coverage, and more, all explained clearly.
We offer personalized financial planning with a referral-based approach that ensures fast, reliable results and clear communication. Specializing in Spanish-language services, we proudly serve the Hispanic community, where nearly every referral becomes a client. Choose us for trusted, community-focused financial care.
Explore comprehensive insurance options including affordable Term Life, permanent Whole Life with guaranteed growth, customizable Universal Life, and flexible Variable Universal Life. Protect your future with Long-Term Care and Individual Disability Insurance, ensuring support when needed most.
Invest in your future with stable Annuities offering long-term income, professionally managed Mutual Funds for potential market gains, low-fee Exchange-Traded Funds (ETFs) for flexibility, and 529 College Savings Plans to help fund education expenses.
Secure your retirement with Immediate Income Annuities for steady income now, or Deferred Income Annuities for larger payouts by deferring income until later, ensuring financial stability for life.
Receive expert Wealth Management to build your investment strategy, Estate Planning to protect your legacy, and Small Business solutions to support growth, including insurance for employees and executives.
Protect your loved ones and your home with customized Mortgage Protection Insurance. In the event of unexpected illness or loss, this plan can help pay off your mortgage, ensuring your family stays secure and financially stable during difficult times.
Take control of your mortgage and build equity faster. Our Mortgage Acceleration helps you pay off your loan sooner—without increasing your monthly payment—using proven financial strategies tailored to your income and goals.
Contact us today to learn more about how we can help secure your future.
We’ve helped countless families in New York and New Jersey secure their futures. Our clients say they feel understood and relieved to have support in their native language.
We understand the frustration of feeling unheard in financial discussions. That’s why we’re committed to speaking your language and serving your unique financial needs.
It all begins when you reach out to us. Right away, you’ll get a fast follow-up, which we can do in English or Spanish, whichever you prefer.
We set up a discovery call to chat about your needs and goals. This step is about you, so we take our time to understand what you want.
After that, we craft a personalized solution and lay out your options clearly. We make it easy to apply—our process is quick, and as soon as you’re ready with your info, we get moving.
Our bilingual service shines through fast communication and building genuine relationships. We're available for calls from 9 AM to 7 PM Eastern Time on weekdays.
The goal? You walk away with clear options, the right financial or insurance product, and ongoing access to one of our trusted advisors
