Did You Know…?

Posted on October 23, 2018 by The Weekly Commentary

Senior Vice President Laurie A. Siebert CPA, CFP^®, AEP^®authored an article for the Pennsylvania Institute of Certified Public Accountants (PICPA) CPA Now Blog regarding Unclaimed and Abandoned U.S. Savings Bonds for PA residents.

A recent notice to Pennsylvania residents regarding U.S. savings bonds appeared in local publications. The alert informed bond owners of a suit Pennsylvania was filing to take title to abandoned, unclaimed, and matured savings bonds. READ THE FULL ARTICLE

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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