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Live well now and be more confident about your future.

At Valley National Financial Advisors (VNFA), we are committed to helping our clients make informed financial decisions to achieve their lifelong goals and dreams. As a one-stop financial services firm, we offer a comprehensive range of services, including financial planning, wealth management, tax, insurance, and more, all under one roof. Our mission is to provide personalized solutions to address the unique needs of each of our clients, and to build long-term relationships based on trust, understanding, and mutual respect.

Our Story

Since 1985, VNFA has remained an independent organization focused on putting our clients first. We believe that our clients value their personal relationships with their financial advisor and service team, who continuously remain available to help create custom solutions to address as many of their needs as possible. Our team aims to create a personalized experience for each of our clients based on a mutual trust and understanding of individual values, experiences, and expectations.

Client Experience

At VNFA, we understand that every client is unique, with their own set of goals, challenges, and aspirations. That's why we take the time to get to know you and your family, and to understand your financial situation and objectives. Our team of experienced financial advisors and professionals work closely with you to develop a customized financial plan that addresses all aspects of your financial life, including retirement planning, estate planning, wealth management, and more.

Culture & Values

Our culture is built on a foundation of integrity, trust, and respect for our clients and each other. We believe in the importance of building long-term relationships, and we are committed to being there for our clients through life's twists and turns. Our values are centered around providing exceptional client service, being proactive and responsive to our clients' needs, and maintaining the highest level of professionalism and expertise.

Services

We offer a comprehensive range of financial services, including:

  • Financial Planning: We help our clients create a customized financial plan that addresses all aspects of their financial life, including retirement planning, estate planning, wealth management, and more.
  • Wealth Management: Our investment philosophy is centered on developing and monitoring a portfolio strategy that aligns with our clients' goals and expectations.
  • Tax Services: We help our clients navigate the complex world of tax planning and preparation, including tax-saving strategies and estate planning.
  • Insurance Planning: We offer a range of insurance products and services, including life insurance, long-term care insurance, and disability insurance.
  • Education Savings: We help our clients plan for their children's education expenses, including 529 plans and other savings strategies.
  • Trust Services: We provide trust services, including estate administration, trust administration, and probate services.
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