Our Services - Valley National Financial Advisors

"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	Valley National is not a bank nor owned by a bank or insurance company Valley National is locally owned and operated Valley National's professional advisors can solve problems locally
Knowledge	Valley National's professional advisors have attained a high level of certification Valley Nationals's professional advisors undertake a strenuous schedule of continuing education
Integrity	Valley National insists upon the highest level of integrity with its clients
Professionalism	Valley National's conduct in all matters shall be with dignity and courtesy to all those who use the firm's services
Accessibility	Valley National's professionals are available for day or evening appointments
Full Range of Financial Services	Financial Planning - Investment Management - Estate Planning - Retirement Planning - Education Planning - Tax Return Preparation - Long-Term Care - Pension Plans - Insurance - Trust-Related Services

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.