VNFA NEWS

Welcome Luis Sepulveda to Team VNFA!
Luis will be working remotely from the Bethlehem office as Financial Technology & Trading Associate. He joins the team with more than 15 years of trading and operations experience. In his new role, Luis will manage investment databases and assist with operational support as part of the VNFA Investment Department. Luis has a B.S. in Business Administration, Finance from Villanova University.

VNFA NEWS

In the Community
One of our Team VNFA Core Values is Live in the Community. We are proud to share just a couple of recent examples of how our employees are making an impact.

Our Founder & Chairman Tom Riddle, as part of the ArtsQuest Foundation, helped raise $1,246,326 in gifts and pledges as of Dec. 31, 2020 in support of Musikfest. READ MORE

Community Bike Works is featured on the cover of Bicycling Magazine! Our team, led by the involvement of Joe Goldfeder, Vice President and Financial Advisor, is pleased to support this organization. We invite you to learn about their work. READ MORE

VNFA NEWS

VNFA Tax Department
Please know that VNFA operates as a TEAM.

While anyone in our offices will be able to help you, our Tax Department staff is specifically trained to manage the tax filing season process. The VNFA Tax Department is a group of service specialists and CPAs who all work in direct communication with your financial advisor and supporting team. To contact the Tax Department, e-mail tax@valleynationalgroup.com.

Starting in early February, members of our Tax Department will be available in our Bethlehem headquarters on a rotating schedule, and remotely during normal business hours. Please let us know when you call to make an appointment for document delivery if you will need to speak with one of our tax professionals, or if we need to arrange for someone from your financial advisory service team to be available via phone or video conference.

Our tax preparation process for clients is unchanged, and we encourage you to complete your Tax Questionnaire as soon as possible in advance of providing us with your complete package of supporting tax documents. Digital delivery is preferred as we maintain the safety of our team and clients as our #1 goal. Forms and instructions can be found on our website: valleynationalgroup.com/tax.

VNFA NEWS

#TeamVNFA is the proud recipient of a 2020 Excellence in Education Award. Yes, you read that correctly.

Our 2019 Volunteer Challenge project was the creation of a “Just Press Pause” room at Paxinosa Elementary in Easton. We were able to transform a classroom into a safe, relaxing space for teachers and staff to rest and recover from the stresses of life and their important work helping children.

Due to the pandemic, the award ceremony was delayed and then canceled. What a delight it is for us now to receive this beautiful award, along with a certificate and letters of nomination. Our team is so proud to have made such an impact on our community. Our sincerest thanks go out to everyone who helped make this project a reality, including Volunteer Center of the Lehigh Valley for helping align us with our now life-long friends at Paxinosa and Communities in Schools.

WATCH a video about our “Just Press Pause” project. LEARN MORE about the annual Volunteer Challenge.

VNFA NEWS

Please note that our physical office locations remain closed, except for delivery and pick up by appointment. Call 610-868-9000 to scheduled. In accordance with our safety protocols, ‘walk-ins’ will not be granted entry. Clients working directly with our New Jersey office should call 908-454-1000 for mailing/delivery instructions.

VNFA NEWS

Tax Preparation season has begun for 2020 returns. Our VNFA Tax Department is ready to get started.

For our clients, please visit valleynationalgroup.com/tax for instructions, forms, news and important tips from our team. Click here for a PDF highlighting some Tax FAQ for Clients and refer to videos on our website for further guidance from our professional team.

You will be receiving an initial e-mail or mailed packet this week with instructions to complete our 2020 Tax Questionnaire and other related forms, as needed for your specific situation. Please complete these steps at your earliest convenience and send us your supporting tax-related documents once you have all or most of what you expect collected.

For the safety of our employees and our clients, our team continues to work remotely, so please call ahead to schedule an appointment if you have a need to visit our office to drop off or pick up documents.

If you have questions at any time, you may ask to speak with our Tax Department at 610-868-9000 or e-mail the team directly at tax@valleynationalgroup.com.

VNFA NEWS

We are excited to introduce the new YourFinancialChoices.com website. The updated site has the complete archive of the show’s 10+ years on WDIY 88.1FM so you can listen any time.

The show is live on WDIY and wdiy.org on Wednesday evenings from 6 p.m. to 7 p.m. During live shows, Laurie Siebert takes calls with questions on any financial topic. She also accepts questions via the website to address during the show.

VNFA NEWS

We are Hiring!
Valley National Financial Advisors is seeking a full-time Financial Technology and Trading Associate to manage our investment databases and assist with operational securities trading and support. Learn more and find the application link at our website: https://valleynationalgroup.com/about-vnfa/join-our-team/

VNFA In the Community
Although it looked very different this year, without a wrapping party or group delivery, our team put together 35 Holiday Hope Chests for Volunteer Center of the Lehigh Valley. We were also able to sponsor additional online gift purchases and wrapped boxes to help the program supply a happy holiday to thousands of local children through non-profit distributions. “Our goal was 35 boxes as a nod to our 35th anniversary as a local and independent business this year,” said Judianne Harris, Chief Marketing Officer. “Members of our team really went above and beyond using creative and safe approaches to make a meaningful contribution.”

Thank you to everyone who helped support our commitment to community!