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.

Serving Pennsylvania (Lehigh Valley, Allentown, Bethlehem & Easton), New York , New Jersey