Relationships. Communication. Direction. At the heart of Valley National Financial Advisors is a team of people with a shared mission, working together in the best interest of each client. Every person is different and each financial plan is uniquely tailored to align with today's needs and tomorrow's goals and dreams.
The process of crafting and implementing a financial roadmap starts with establishing a relationship of understanding not only what a client wants but also how they feel. Next, clear communication about what to expect, how to prepare and when to take actions is vital to moving forward in any type of planning. Finally, having a knowledgeable and trustworthy team all in one place, accessible when one needs them, allows for the plan to flex and change direction as life does.
At Valley National Financial Advisors, the roots run deep. Since 1985, the firm has been locally based and independently owned. Valley National's founder and president, Thomas M. Riddle, has surrounded himself with a confident team of professionals who are passionate about being a one-stop source for financial planning to help individuals and families achieve their long-term goals.
With offices in the Lehigh Valley, New Jersey, New York and Western Pennsylvania (Johnstown), Valley National has the resources to offer a range of financial planning services, including Investment Management, Retirement Planning, Insurance, Estate Planning, Trust Services, Tax Planning and Return Preparation, plus planning specifically designed forcorporate leaders (ExecutiveEdge™).
After 30 years in business, Valley National's team continues to grow and be recognized both locally and nationally. Valley National Financial Advisors is listed annually among FA magazine's Top RIAs and AdvisorOne Top Wealth Managers, and this year was named Business of the Year finalist.*
1655 Valley Center Pkwy., Suite 100, Bethlehem | 610.868.9000 | valleynationalgroup.com
Offices in Bethlehem, New Jersey, New York and Johnstown, PA
Securities offered through Valley National Investments, Inc. Member, FINRA and SIPC. Valley National Advisers, Inc is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.
*Named 2016 Business of the Year finalist (25-100 employees) by Lehigh Valley Business.
