Valley National News

Posted on December 4, 2018 by The Weekly Commentary

Last week, our team got to deliver special gifts to both the Volunteer Center of the Lehigh Valley and Second Harvest Food Bank of Lehigh Valley and Northeast Pennsylvania.

On Thursday, Senior Vice President Laurie Siebert and CEO Matt Petrozelli dropped off a check to purchase 12,865 meals through Second Harvest thanks to our partnership with WDIY 88.1 FM. During their Fall Pledge Drive, for every $100 raised VNFA donated funds directly to Second Harvest to provide 21 meals for families in need.

On Friday, a small group from our Bethlehem office delivered more than 40 Holiday Hope Chests to the Volunteer Center to be distributed to local children this holiday season through participating non-profits. The program provided 35 local organization with 7,500 wrapped and filled shoe boxes for underprivileged children.

All of us at Valley National would like to extend our sincerest thanks to all of our clients and friends who helped us make these contributions by supporting our community initiatives. We look forward to continuing to make a difference with you in 2019!

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

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