Dear Clients & Friends,
As I say in the related video I recorded from my home, these are unprecedented times. As such, our physical office locations will remain closed until further notice for the safety of our employees and our clients. I am pleased to say that our entire team is working remotely successfully – albeit sometimes a little differently – to continue to provide our suite of services for your financial life. Our commitment to a client-first focus is what continues to keep us strong in this, our 35th year of business.
Since 1985, VNFA has held strong and steady through many historical events in our lives and in the financial markets. I am confident in our firm’s infrastructure and our professional team to see us all through this pandemic as well. Thank you for your continued dedication to and trust in our team.
If you are not already following us on social media, here are links to our pages on Facebook, Twitter and LinkedIn, as well as our YouTube channel for video messages. We plan to continue to provide thought leadership, important news and announcements, and updates on our staff’s efforts in our community.
Our tax team will be reaching out soon to those still waiting with next steps in the preparation process on the way to the new July 15 filing deadline. Thank you for your patience as we put together resources and processes to ensure safety and efficiency.
If you need to reach any of us – including me – please call our main office line at 610-868-9000 and use the voicemail prompts to leave a message. We are set up to receive an e-mail with the recording of your message immediately, so that we can listen and respond in a timely manner. You can also e-mail any of us directly or send a general message for our team to FromOurTeam@valleynationalgroup.com.
I will not inundate you with messages, but I will continue to provide updates periodically or as we have any changes to announce. We look forward to a day when we can all be together again. Until that time, stay safe and healthy.
Sincerely,
Matt Petrozelli
President and CEO
Valley National Financial Advisors