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Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. on
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We welcome Lorin Ross to the VNFA Team! Lorin joined us in the full-time position of Finance Associate. She... Read More
We are pleased to announce the promotion of Elizabeth Wilson, CPA to the position of Chief Financial Officer. Elizabeth... Read More
October 2019 – We are pleased to announce the promotion of Jessica Goedtel, CFP® to the position of Assistant... Read More
October 2019 – Valley National Financial Advisors welcomes Jonathan Ritter, CFP®, CPA as Financial Planning Associate. Jon is a... Read More
Our own Jessica Goedtel, CFP® was interviewed by CNBC for an article about balancing student loan debt and retirement... Read More
The Financial Planning Association (FPA) published a column by our Associate Financial Advisor Jessica Goedtel, CFP® in their Next... Read More
Elizabeth Wilson, CPA, VP of Finance & Tax Services at Valley National Financial Advisors (VNFA) has been selected as... Read More
Valley National Financial Advisors (VNFA) promoted two members of its executive management team. Elizabeth Wilson, CPA was promoted to... Read More
Valley National Financial Advisors (VNFA) promoted both Ryan Mulhearn, CIMA® and Michael Warch to Associate Financial Advisor, and Nico... Read More
Valley National Financial Advisors is pleased to announce it has been named to the 2019 edition of the Financial... Read More
Our team is honored to be the recipient of the People’s Choice Award from the Volunteer Center’s 10th Volunteer... Read More