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Did You Know…?

December 11, 2018 | Weekly Commentary

Valley National Financial Advisors provides one-stop financial planning. That means that our team is here to support our clients throughout their financial lives, but also in planning for their eventual transfer of wealth. Maybe you are familiar with how our advisors integrate estate planning, but did you know that our team also provides Trust Services?

Valley National Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB. This means that our team has all the resources of a professional trust company and the ability to coordinate and manage trust services locally for our clients. We work directly with the attorney of your choice to help facilitate the trust and we manage the assets/accounts.

Want to learn more about Trusts? Visit our Resources for Individual/Families or our Trust Services overview on our website. Contact your advisory team if you would like to learn more – CONTACT US.