CEO Matthew Petrozelli was interviewed in a Lehigh Valley Business article abut financial wellness.
“Matt Petrozelli said encouraging businesses to offer strong, tailored benefits packages and a lot of investment options helps employees get the most out of their savings and investment dollars.
And savvy employers also offer programs geared to help employees navigate different career stages, said Petrozelli, CEO of Valley National Financial Advisors in Hanover Township, Northampton County.
For example a young professional could take more risk with stock investments while someone approaching retirement might want to reduce risk and preserve investment income gained over a lifetime of working and saving.
Petrozelli said a multipronged approach can also include discussions about planning for health care costs after retirement.
He said financial and health care stores, like the Capital Blue Store at The Promenade Shops at Saucon Valley, are innovative ways to offer information or speak to an industry professional.”