As life happens, financial choices change. That is why it’s good to have a team like Valley National Financial Advisors (VNFA) on one’s side. They have been helping sort out the complexities in their clients’ ﬁnancial lives since 1985.
Founded with a vision to be a one-stop resource for clients’ financial needs, VNFA maintains its status as an independent and local firm with a mission to help clients make the right financial choices that will allow them to pursue and achieve their lifelong goals and dreams.
VNFA clients can rely on their financial advisor and his/her personal service team to be by their side through life’s twists and turns. “Relationships are the foundation of our work,” says Matt Petrozelli, CEO. “Our team has the experience and knowledge to help navigate complex financial situations, but what makes us unique is that we have personal connections with our clients and their families.”
Financial planning involves more than saving for retirement. VNFA clients have the peace of mind that their advisory team is considering their full financial picture, including tax planning, insurance, estate planning strategies, investments and asset management, education planning and trust services. And all of these services are provided under one roof.