Our Services
"The great thing in this world is not so much where we are, but in what direction we are moving."
- Oliver Wendell Holmes
We are pleased to assist you in understanding your financial health. Through a sound process, advisors evaluate current financial positions, identify concerns and objectives, and design a financial blueprint. A complete plan would include investment strategies, tax reduction ideas, income and distribution planning, estate planning tactics, and business counsel, where applicable. Financial planning services include monitoring and on-going revisions.
Discount and Full-Service Brokerage Services |
Provide clients with a full range of investment brokerage services with leading-edge technology implemented by highly skilled personnel. |
Retirement Planning Services |
Use proprietary software to project client's income and expenses in their retirement years. This powerful tool can be used to evaluate an number of “what if” scenarios and guide decisions concerning investments, debt, IRA distributions, retirement plans and many other calculations. |
| Elder Planning Services | Counsel clients and/or their children in those areas facing today’s senior citizens. Issues of health care, estate plans, tax planning, gifting, long term care, and many more are evaluated and plans created. |
| Tax Return Preparation and Planning Services | Provide clients with returns that are accurate, timely, and reasonably priced. CPAs and Enrolled Agents (EAs) are available for cases large and small. All tax preparers are well trained and up to date on current tax law. |
| Estate Planning Services | Offer a complete review of estates large and small to prevent problems, minimize expenses, reduce taxes, and provide peace of mind. |
| Education Planning Services | Review funding needs and recommend strategies to best meet those needs. |
| Business Planning Services | Include creation of business plan creation, business optimization strategies, and business continuation plans, designed and funded. |
| Insurance Planning Services | Help protect families from financial hardship in the event of breadwinner's untimely death, disability or catastrophic illness with Insurance Planning. Also provide funds to help pay for estate taxes that can equal 55% of a client's estate. Competitively shop the insurance marketplace to find policies especially designed for each client, review their current insurance portfolio and make recommendations. |
Why Our Clients Choose Valley National:
Independence |
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Knowledge
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Integrity
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Professionalism
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Accessibility
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Full Range of Financial Services
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SEMINARS FOR YOU
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Valley National has qualified speakers to present educational programs that will increase the awareness of your members, satisfy common concerns, or offer timely information on topics including but not limited to:
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Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC.
Valley National Financial Advisors is the marketing name for Valley National Group, Inc. and its affiliates.