The Vallano Group specializes in providing clients unparalleled, comprehensive financial planning. The group consists of Alfred Vallano who is a Senior Vice President, Branch Manager and member of Hefren-Tillotson’s board of directors, Tyler Vallano, CFP® who is a Vice President and Certified Financial Planner Practitioner, and Nancy Gunter who is a Senior Registered Financial Assistant and Office Manager. Nancy and Al have been working together since 2003 and Tyler joined the group in 2008.
Utilizing the team approach Al, Tyler and Nancy assure client service is their top priority. They specialize in helping clients achieve their financial goals through the use of Hefren-Tillotson’s exclusive MASTERPLAN® process.
This unique approach focuses on all areas of financial planning including estate, tax, insurance, investment and retirement planning. Al, Tyler and Nancy also partner with Hefren-Tillotson’s Corporate Services department to administer Corporate retirement plans with the same level of detail and care that they provide to their individual clients.
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.