Our offices will be closed this Friday starting at 11:30 a.m. for our summer team building event.
In observance of the Independence Day holiday and related market closures, our offices will be closed starting at 1 p.m. on Wednesday, July 3 through July 4. We will be open and available Friday, July 5. All of us at Valley National Financial Advisors wish you a safe and happy Fourth of July!
VNFA Named to 2019 Financial Times 300 Top RIAs
Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. READ MORE
Message from Our CEO
Matthew Petrozelli, CEO, discusses the 2019 FT Top 300 honor and what it means for our firm.
“Our team is so proud to be recognized nationally as a top firm in our industry,” says Matt Petrozelli, CEO. “In order to best serve our clients, we know that VNFA must continue to innovate and grow while maintaining our core values and mission to help our clients make the right financial choices. This ranking is a validation for us and our clients that we are achieving the standards to be considered among the best financial services firms in the nation.” WATCH NOW
On Tuesday, June 18 PBS39 News Tonight featured a Community Corner segment on Estate Planning with our own Laurie Siebert and Attorney Charles Stopp. The segment starts at 18:41 in the recording available online at wlvt.org.
Tom Riddle, our Founder & Chairman, participated in a panel discussion last week on the topic of succession planning. He was invited to share his example based on the successful implementation of our organizational plans. Tom and his co-panelists from Gross McGinley and Concannon Miller responded to questions about best practices and offered insights based on their experiences to an audience of business leaders at the first Business Growth Symposium hosted by Lehigh Valley Business. Visit lvb.com for photos and a recap of the symposium.
Last week, we celebrated with and bid a fond farewell to our Assistant Vice President of Insurance Services, Roxie Munoz. Roxie has retired after 19 years of service to our VNFA clients. She has spent the past year transitioning her role and responsibilities across our team. We look forward to hearing about her wonderful adventures living in retirement. Congratulations, Roxie!
Our Senior Vice President Laurie Siebert, CPA, CFP®, AEP® will present on a panel about financial literacy at the Lehigh Valley Women’s Summit on June 5 at Cedar Crest College. READ MORE about the session and the full-day conference at lehighvalleywomen.com
In observance of Memorial Day, our offices will be closed on Monday, May 27. All of us at Valley National wish you a safe weekend as we pause to remember those who have made the ultimate sacrifice for our freedom.
Our team is honored to be the recipient of the People’s Choice Award from the Volunteer Center’s 10th Volunteer Challenge with our partners at Paxinosa Elementary and Mission Plant Company. Our Just Press Pause project for teachers was the favorite of attendees at last night’s celebration.