Message from the CEO – May 5, 2020

Posted on May 5, 2020 by The Weekly Commentary

Dear Clients & Friends,

As I say in the related video I recorded from my home, these are unprecedented times. As such, our physical office locations will remain closed until further notice for the safety of our employees and our clients. I am pleased to say that our entire team is working remotely successfully – albeit sometimes a little differently – to continue to provide our suite of services for your financial life. Our commitment to a client-first focus is what continues to keep us strong in this, our 35^th year of business.

Since 1985, VNFA has held strong and steady through many historical events in our lives and in the financial markets. I am confident in our firm’s infrastructure and our professional team to see us all through this pandemic as well. Thank you for your continued dedication to and trust in our team.

If you are not already following us on social media, here are links to our pages on Facebook, Twitter and LinkedIn, as well as our YouTube channel for video messages. We plan to continue to provide thought leadership, important news and announcements, and updates on our staff’s efforts in our community.

Our tax team will be reaching out soon to those still waiting with next steps in the preparation process on the way to the new July 15 filing deadline. Thank you for your patience as we put together resources and processes to ensure safety and efficiency.

If you need to reach any of us – including me – please call our main office line at 610-868-9000 and use the voicemail prompts to leave a message. We are set up to receive an e-mail with the recording of your message immediately, so that we can listen and respond in a timely manner. You can also e-mail any of us directly or send a general message for our team to FromOurTeam@valleynationalgroup.com.

I will not inundate you with messages, but I will continue to provide updates periodically or as we have any changes to announce. We look forward to a day when we can all be together again. Until that time, stay safe and healthy.

Sincerely,
Matt Petrozelli
President and CEO
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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