Welcome Tim Richmond, CPA to the VNFA Tax Department

Posted on November 10, 2020 by The Weekly Commentary

Our team is pleased to welcome Tim Richmond, CPA to Valley National Financial Advisors in the full-time role of Tax Preparer.

Tim joins VNFA with 15 years of tax and accounting experience. He has a master’s degree in Business Intelligence from Saint Joseph’s University and a Bachelor of Science in Accounting and Economics/Finance from Muhlenberg College.

Tim will work as part of the VNFA Tax Department headquartered in Bethlehem. He will begin his work with VNFA remote as our offices remain closed during the COVID-19 pandemic.

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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