Michael Lavalley

  • Financial Advisor
  • Financial Services Representative
  • Investment Advisor Representative

I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.

In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.


  • Over 25 years in the Financial Services Industry
  • 8 Time Conference Qualifier while at MetLife
  • Licensed to sell life, accident, and health insurance*
  • Series 6 and 63 Securities Registered


  • Enjoys boating, golf, and skiing
  • Resides in Stony Point, NY with his two children Aston and Morgan
  • BNI — Borders Chapter, Member for over 10 years

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck