Due to a power outage, the Bethlehem office is closed today, February 27, 2026. You are still able to reach us at 610-868-9000 or via email. If you had an in-person meeting scheduled today, your advisor will be reaching out to set up a virtual meeting. We apologize for any inconvenience.
Due to a power outage, the Bethlehem office is closed today, February 27, 2026. You are still able to reach us at 610-868-9000 or via email. If you had an in-person meeting scheduled today, your advisor will be reaching out to set up a virtual meeting. We apologize for any inconvenience.
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“Your Financial Choices”

“Your Financial Choices” The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley... Read More

VNFA Promotes Three Associates

Valley National Financial Advisors (VNFA) promoted both Ryan Mulhearn, CIMA® and Michael Warch to Associate Financial Advisor, and Nico Wolfgang was promoted to... Read More

Pension Decisions: Lump Sum vs Payment Plan

Spend 5 minutes with Michael A. Ippoliti, MBA, CFP® as he provides an overview of the options facing individuals with pension decisions. He highlights some general pros and cons of lump sum versus monthly payments to take into consideration. Watch Now

“Your Financial Choices”

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More

“Your Financial Choices”

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More

“Your Financial Choices”

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More

The Value of a Diverse Portfolio

Associate Financial Advisor Mike Warch reviews some considerations and questions to ask about your investment portfolio, in order to reduce risk and reach your long-term financial goals. Watch Now

“Your Financial Choices”

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More

“Your Financial Choices”

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More

“Your Financial Choices”

The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert... Read More