About Us

Letter From The President

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®

 

OUR PLANNING PHILOSOPHY

Relationships

We take pride in developing relationships, the essence of successful financial planning for you and your family. We learn your needs, we earn your trust and we work with you to plan, project and pursue your goals. We will work with your attorney to ensure that your Will or Trust meets your objectives. Let us be there for you.

Communication

When you need assistance, you need availability.  In addition to face-to-face meetings, we communicate by telephone, mail, e-mail, newsletters, and our website, which allows secure access to your personal accounts, The Weekly Commentary, the speakers bureau and other resources.  Trust that when you need us, we will be there for you

Direction

So many places to go and so many ways to get there.  We have scouted the financial roadmap.  We will find the right one for you and show you the way.  Our professional advisors stay abreast of new tax changes, regulations and potential opportunities for you.  Let Valley National Financial Advisors guide you to the right financial path to reach your goals. 

Business Continuity Disclosure Statement 10-03-2013

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