Valley National Financial Advisors

  • Financial Services
  • Bethlehem PA
  • 34 employees
  • Financial Services
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Company Overview

Headquarters
1655 Valley Center Parkway, Suite 100, Bethlehem PA
Website
valleynationalgroup.com
Phone
(610) 868-9000
Employees
34
Founded in
1985
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Valley National Financial Advisors

Valley National Financial Advisors is a company based in Bethlehem, Pennsylvania, with 34 employees. Valley National Financial Advisors provides a comprehensive suite of financial planning services to individuals and organizations. Their services focus on helping clients achieve their long-term financial goals by balancing financial planning expertise with an understanding of their personal aspirations and emotions. The company prides itself on building long-lasting relationships with clients, often spanning multiple generations. Valley National emphasizes personalized service, consistency, and ongoing professional development for its advisors. Their team leverages industry-leading technology to assist clients in managing assets, implementing tax-saving strategies, and planning for wealth transfer. Clients can connect with Valley National Financial Advisors by visiting their website at valleynationalgroup.com.

Valley National Financial Advisors Industry Tags

Financial Planning
Investment Management
Estate Planning
Retirement Planning
Education Planning
Tax Planning & Return Preparation
Insurance
Trust Services
ExecutiveEdgeâ„¢ - Personal Financial Planning for Corporate Leaders
Financial Services
Financial Advisory Services
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Company Name Revenue Number of Employees Location Founded in
10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
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FAQ

What is the location of Valley National Financial Advisors's headquarters?
The headquarters of Valley National Financial Advisors are situated at 1655 Valley Center Parkway, Suite 100, Bethlehem PA
What is Valley National Financial Advisors's phone number?
Valley National Financial Advisors's contact number is (610) 868-9000.
What is Valley National Financial Advisors's official website?
The official website of Valley National Financial Advisors can be found at valleynationalgroup.com.
What is Valley National Financial Advisors's current revenue?
As of February 2015, Valley National Financial Advisors's annual revenue reached $10B.
How many employees does Valley National Financial Advisors currently have?
Valley National Financial Advisors employs approximately 34+ people as of February 2015
Which industries is Valley National Financial Advisors primarily operating in?
Valley National Financial Advisors operates in the following industries: Finance, Credit
What are Valley National Financial Advisors's industry tags?
Valley National Financial Advisors's industry tags include: Financial Planning, Investment Management, Estate Planning
When was Valley National Financial Advisors founded?
Valley National Financial Advisors was founded in 1985.

Employee Directory

Key Employees

Matthew Petrozelli

Chief Executive Officer

Phone Email

Donna Young

VP of Client Services and Designated Principal

Phone Email

Joseph Goldfeder

Vice President

Phone Email

Chris Storck

Operations Associate

Phone Email

Fatima Alba

Marketing and Communications Coordinator

Phone Email