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 ALLENTOWN, BETHLEHEM, EASTON, PENNSYLVANIA AND PHILLIPSBURG, NEW JERSEY AND SURROUNDING
Celebrating 25 Years of Excellence Since 1985
VNFA NEWS CORNER
Call For Your Tax Appointment Today! Evening and Weekends Available!
Valley National Tips for Efficient Tax Preparation Checklist - now available on our Resources page!
Tune in to "Your Financial Choices" with host Laurie A. Siebert, CPA, CFP every Wednesday evening from 6-7 on WDIY 88.1 FM
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Valley National
Financial Advisors
1-800-383-8297 Bethlehem
1-888-888-3531 Phillipsburg
We Have The Answers!
Valley National provides one-stop service for your financial needs. Your questions are answered by one contact person, your Financial Advisor, who is familiar with each aspect of your financial situation. This one-to-one relationship enhances communication and optimizes effectiveness.
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 the expertise in the products and services that are the foundation for financial success in today's world. This expertise provides clients with strategies to effectively manage their existing assets, implement appropriate tax-saving strategies, and provide 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. Thomas M. Riddle, CPA, CFP® President |
Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org
Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates.