Do you have your tax returns prepared by Valley National? You should have received your annual tax disclosures and questionnaires via e-mail earlier in the month. This year we emailed the forms instead of sending them in the U.S. Mail.
If you have not received the tax prep email, please check your spam filter (or junk mail box) to search for it. If it is not there, please call Betty Adam at 610-868-9000 x118 or e-mail her at Badam@valleynationalgroup.com.