|About||Full-service Financial Services firm serving the Lehigh Valley, Johnstown/Greater Cambria County, Phillipsburg NJ and the Tri-State Area|
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. We carry out our mission with the utmost care, offering clients a disciplined investment philosophy that has the objective of generating excellent investment results while minimizing volatility.
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 are backed by many years of experience and a commitment to ongoing professional development.
Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth.
Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.
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.
Other locations at:
825 Belvidere Road
Phillipsburg, NJ 08865
1837 Goucher Street
Johnstown, PA 15905
415 Madison Avenue
New York, NY 10017
Financial Advisor Magazine Top RIA Survey & Ranking Annually
LV Magazine Best Financial Planner 2010-2014 & 2017
LV Style Who's Who in Business - Financial Planner 2008 & 2017
Business of the Year Finalist - 2016 (LV Business)
Spirit of Volunteerism Award - 2017
Tax Return Preparation
ExecutiveEdge™ Personal Financial Planning for Corporate Leaders