VNFA NEWS

Posted on May 18, 2021 by The Weekly Commentary

Only two days left before the Volunteer Challenge. The live virtual event will include an interactive panel, musical guest, a special “Golden Ticket” raffle, and of course final opportunities to vote for projects. Team VNFA, as of Monday morning, was leading the votes but only by a small margin. Every vote is a contribution in support of the Volunteer Center of the Lehigh Valley. You can register for free to watch on May 20 at 5 p.m., and you can learn about and vote for the 20+ community impact projects completed this year at volunteerlv.org/vote.

Living in the Community is one of our VNFA Core Values and the Volunteer Challenge is one way our team works together to make the Lehigh Valley a better place. We all live, work and play here alongside many of our clients and partners. A stronger Lehigh Valley means a stronger Valley National Financial Advisors. For the past six years, we have created sustainable projects to benefit Big Brothers Big Sisters, Northeast Community Center, Paxinosa Elementary, Second Harvest Food Bank, Cancer Support Community, and Third Street Alliance for Women & Children. Thank you to everyone who has supported and participated in our projects.

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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