VNFA CEO Featured in LVB “Behind the List” Interview

Posted on October 9, 2018 by The Weekly Commentary

Lehigh Valley Business selected VNFA for “Behind the List” this week. Accompanying the list of Asset Managers & Investment Brokerage Firms is an interview with our CEO, Matt Petrozelli.

In today’s economy, keeping a close eye on finances is more important than ever.

With a continued rise in living and business expenses, ensuring your money is properly managed can make or break your company and your retirement.

Fortunately, throughout the Greater Lehigh Valley there are asset management companies and investment advisers equipped with the resources to help manage your wealth.

Here to answer this week’s “Behind the List” questions is Matthew Petrozelli, CEO of a financial advisory firm in Hanover Township, Northampton County.

READ THE ARTICLE: Behind the List with Valley National Financial Advisors

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.

Meet Our Team of Experienced, Highly Educated Professionals

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