Female professionals in the financial industry may be the minority, but the women of Valley National Financial Advisors make up more than half of the team.
“We are lucky to have so many female leaders on our team,” says Matthew Petrozelli, Executive Vice President and COO. “It is not the norm in our historically male-dominated industry, but that is changing. From client administrators to financial advisors and senior leadership, every person at our firm is integral to the ‘one-stop’ personalized planning experience that our clients expect.”
Valley National’s “one-stop” service model includes investment management, estate planning, insurance, trusts, taxes, retirement planning, savingfor education and personal financial planning for corporate leaders—all under one roof.
The firm’s objective team of professionals offers the comprehensive range of financial services from four offices across three states. Since 1985, the firm has remained independent, locally owned and true to the mission of enabling clients to reach their long-term financial goals.
Helping clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding. That is why relationships are the foundation of Valley National’s philosophy and approach to financial planning.
“Our clients can expect a personal relationship with their financial advisor as well as the members of their support team,” says Senior Vice President Laurie A. Siebert, CPA, C
FP®, AEP®. “Trust and mutual respect come from understanding a client’s personality, values, expectations and even their fears—not just their goals.”
Get to know the entire Valley National team at valleynationalgroup.com. You can also find them on LinkedIn, Facebook, Twitter and Google+.
- Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Education Planning
- Tax Planning & Preparation
- Insurance Planning
- Trust Services
- ExecutiveEdge™ - Personal FinancialPlanning for Corporate Leaders
1655 Valley Center Pkwy., Suite 100, Bethlehem | 610.868.9000 | valleynationalgroup.com
Offices in Bethlehem, New Jersey, New York and Johnstown, PA
Valley National Advisers, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Securities may be offered through Valley National Investments, Inc., an independent broker/dealer and member FINRA and SIPC.
