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Valley National Financial Advisors
Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives.
As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors have many years of experience and a commitment to ongoing professional development.
Valley National has a focus on the services to effectively manage client's existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth.
Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates. Securities offered through Valley National Investments, Inc. member FINRA, SIPC. Valley National Advisers, Inc is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.
As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors have many years of experience and a commitment to ongoing professional development.
Valley National has a focus on the services to effectively manage client's existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth.
Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates. Securities offered through Valley National Investments, Inc. member FINRA, SIPC. Valley National Advisers, Inc is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.
Purpose
Valley National Financial Advisors is a one-stop financial services firm, integrating financial planning, wealth management, tax, insurance and more under one roof. Our VNFA mission is to help clients make the right financial choices in pursuit of their lifelong goals and dreams. Since 1985, VNFA has remained an independent organization focused on clients first.
Mission
VNFA is committed to remaining an independent organization, focused on clients first. Our team of professionals live and work alongside many of our clients in the Lehigh Valley community.
Every member of our team makes professional development a priority, and is accountable to act in the best interests of our clients. These are among our shared values that support how we work as a collaborative, performance-driven team.
Every member of our team makes professional development a priority, and is accountable to act in the best interests of our clients. These are among our shared values that support how we work as a collaborative, performance-driven team.