Our VNFA team is “gearing up” for another Community Bike Works SPIN-A-THON fundraiser. Teams of 4-8 riders will raise a minimum of $1,000 and tag-team cycle for 3 hours at LVHN Fitness on September 28. Learn more about the cause and how to participate or lend support at Community Bike Works’ crowdrise web page.

VOTE FOR US?
VNFA is one of the nominees for the 2019 Lehigh Valley Business Reader Rankings Award in the category of Wealth Management. If you feel we are worthy, click here to vote. Plus, check out all the other worthy LV businesses in each category.

Our HR Director, Ashley Santiago has earned her SHRM-CP. This professional distinction, given by the Society of Human Resources Management, requires an existing level of education and experience, the completion of an intensive course and exam covering knowledge- and competency-based questions.

Did you know that every year Valley National Financial Advisors is ranked by Financial Advisor Magazine? We are proud to be continually growing and improving in step with the top firms in our industry across the U.S. So, what does it mean to be an RIA (Registered Investment Advisor)? Learn more about the fiduciary standards at https://www.findyourindependentadvisor.com/

Our offices will be closed this Friday starting at 11:30 a.m. for our summer team building event.

In observance of the Independence Day holiday and related market closures, our offices will be closed starting at 1 p.m. on Wednesday, July 3 through July 4. We will be open and available Friday, July 5. All of us at Valley National Financial Advisors wish you a safe and happy Fourth of July!

VNFA Named to 2019 Financial Times 300 Top RIAs
Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. READ MORE

FT 300 list: the top US registered investment advisers in 2019

Message from Our CEO
Matthew Petrozelli, CEO, discusses the 2019 FT Top 300 honor and what it means for our firm.

“Our team is so proud to be recognized nationally as a top firm in our industry,” says Matt Petrozelli, CEO. “In order to best serve our clients, we know that VNFA must continue to innovate and grow while maintaining our core values and mission to help our clients make the right financial choices. This ranking is a validation for us and our clients that we are achieving the standards to be considered among the best financial services firms in the nation.” WATCH NOW

On Tuesday, June 18 PBS39 News Tonight featured a Community Corner segment on Estate Planning with our own Laurie Siebert and Attorney Charles Stopp. The segment starts at 18:41 in the recording available online at wlvt.org.

Tom Riddle, our Founder & Chairman, participated in a panel discussion last week on the topic of succession planning. He was invited to share his example based on the successful implementation of our organizational plans. Tom and his co-panelists from Gross McGinley and Concannon Miller responded to questions about best practices and offered insights based on their experiences to an audience of business leaders at the first Business Growth Symposium hosted by Lehigh Valley Business. Visit lvb.com for photos and a recap of the symposium.

Last week, we celebrated with and bid a fond farewell to our Assistant Vice President of Insurance Services, Roxie Munoz. Roxie has retired after 19 years of service to our VNFA clients. She has spent the past year transitioning her role and responsibilities across our team. We look forward to hearing about her wonderful adventures living in retirement. Congratulations, Roxie!

Get to know our CEO Matt Petrozelli in a candid interview with Ashley Russo – Unscripted with Russo, Episode 21. LISTEN to the podcast recording or WATCH the video interview.