VNFA NEXT is Valley National Financial Advisors’ service platform for individuals with annual income exceeding $100,000* who see the value of a relationship with a financial professional who can guide them in financial planning, tax strategies, and budgeting for the future – the NEXT phase of your financial life.
Planning Ahead
High-earners are often also managing rapid life changes and financial decisions. Just because the paycheck is increasing, balancing bills and lifestyle can create a gap in accumulation of savings.** VNFA’s financial professionals can be a partner in helping you navigate your financial choices and plan for the next.
NEXT clients have access to VNFA’s one-stop planning services managed by a dedicated financial advisor and personal service team.
- 24×7 Digital Planning Portal
- Complimentary Low-Cost ETF Portfolio
- 1040 Tax Preparation
- Debt Consultation and Budgeting Tools
*Household income minimum $175,000
**Households with more than $150,000 of investable assets are not eligible.