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Green Phase UpdatesOur team is pleased that our neighbors who have not been afforded the opportunity to successfully work remotely are able to safely resume work. We have been fortunate that our infrastructure allows for us to provide our... on
Webinar recording from June 30, 2020.
Webinar recording from May 21, 2020 (edited).
Webinar recording from May 21, 2020.
An update from our CEO, Matt Petrozelli, as our team continues to work remotely.
Connor Darrell CFA, Head of Investments offers his perspective on the first quarter of 2020. Connor is working remotely at his home as is our entire TeamVNFA.
By order of Governor Wolf our physical office locations are closed and our entire team will continue business operations and client service remotely.
Laurie A. Siebert, CPA, CFP®, AEP® reviews the features, benefits of HSA and FSA accounts.
Our CPAs review the changes you can expect to see on the forms included in your 2019 tax return.
Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' summary of the fourth quarter as we enter 2020.
A year-end greeting from Matt Petrozelli and a message about our 35th anniversary in 2020.
Connor Darrell, Head of Investments, shares Valley National Financial Advisors' review of the third quarter, and a fourth quarter outlook.
Rod Young, CPA/PFS, CFP® discusses the importance of tax planning with regard to capital gains and losses, as well as dividends.