VNFA NEWS

Posted on January 12, 2021 by The Weekly Commentary

Tax Preparation season has begun for 2020 returns. Our VNFA Tax Department is ready to get started.

For our clients, please visit valleynationalgroup.com/tax for instructions, forms, news and important tips from our team. Click here for a PDF highlighting some Tax FAQ for Clients and refer to videos on our website for further guidance from our professional team.

You will be receiving an initial e-mail or mailed packet this week with instructions to complete our 2020 Tax Questionnaire and other related forms, as needed for your specific situation. Please complete these steps at your earliest convenience and send us your supporting tax-related documents once you have all or most of what you expect collected.

For the safety of our employees and our clients, our team continues to work remotely, so please call ahead to schedule an appointment if you have a need to visit our office to drop off or pick up documents.

If you have questions at any time, you may ask to speak with our Tax Department at 610-868-9000 or e-mail the team directly at tax@valleynationalgroup.com.

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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