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Valley National Radio

  • Risk Management Discussion
    Laurie Siebert, CPA, CFP®, AEP® and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”

  • Unusual Tax Transactions
    Laurie Siebert, CPA, CFP®, AEP® and her guest, Rodman Young, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss: “Unusual Tax Transactions”

  • New Jersey Estate and Income Tax
    Laurie Siebert, CPA, CFP®, AEP® and her guest, Frank Stettner, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss “New Jersey Estate Tax and New Jersey Income Tax.”

  • Managing Investments – What’s New?
    Laurie Siebert, CPA, CFP®, AEP® and her guest, Matthew Petrozelli, Executive Vice President and COO of Valley National Financial Advisors, discuss: “What’s new in managing your investment accounts?”

  • Employer Benefits & Open Enrollment
    Guest host Rodman Young, CPA/PFS, CFP®, from Valley National Financial Advisors, discusses employer benefits and open enrollment.

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“Your Financial Choices – Conversational Radio for Your Financial Life” is hosted by Laurie Siebert,   – yourfinancialchoices.com


Valley National Video

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  • President Thomas M. Riddle talks about the firm’s mission, history and future. Valley National celebrated 30 years in business in 2015.
  • Our 2017 She Nailed It! team in action.

Our Team “In the News”

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Our offices will be closed on Monday, May 29 in observance of Memorial Day. ... See MoreSee Less

2 days ago  ·  

Assistant Vice President of Insurance Services, Roxie Muñoz, CLU®, FLMI, discussing Life Insurance with guests at Cancer Support Community Greater Lehigh Valley.

Find more insurance insights on our blog - http://www.valleynationalgroup.com/blog
... See MoreSee Less

4 days ago  ·  

Roxie Munoz and Jaclyn Cornelius from our team will be presenting tomorrow. The informational program is free to anyone affected by cancer, including caregivers and family. ... See MoreSee Less

Protect Yourself and Your Loved Ones: Life Insurance Planning

May 24, 2017, 12:00pm - May 24, 2017, 1:00pm

Insurance can be confusing and stressful. This workshop will be a guide to understanding life insurance, disability and annuity options for individuals and families. Learn some of the basic lingo, key...

5 days ago  ·  

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