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Please Note-Limitations: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Moreover, you should not assume that any portion of the video content serves as the receipt of, or as a substitute for, personalized investment advice from Valley National Advisers, Inc.

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529 Plan FAQ

Jaclyn Cornelius, CFP®, EA, spends five minutes answering the most frequently asked questions about 529 plans as a savings and investment tool. Watch Now

Executive Compensation Series - Stock Options

Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Stock Options – types, vesting schedules, tax consequences, and strategies for exercising stock options as part of an overall financial plan. Watch Now

Message from the CEO: Financial Times Top 300

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. Watch Now

Q2 2019 Market Commentary

Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' review of the second quarter, and an outlook into the second half of 2019. Watch Now

Executive Compensation Series - Restricted Stock

Our ExecutiveEdge financial advisors, Rod Young and Jackie Cornelius, discuss Restricted Stock awards – what they are, how they vest and an overview of the tax consequences when they are granted and at the time they are vested. Watch Now