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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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Message from the CEO - April 2019

Matthew Petrozelli, CEO, discusses the value proposition behind our tax services, and previews a socially conscious investment strategy available to our wealth management clients. Watch Now

Q4 Market Commentary

Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' review of the fourth quarter, and a first quarter outlook for 2019. Watch Now

Estate Planning Series Introduction

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® introduces a video series that will reveal her five-step approach to crafting an estate plan. Watch Now

2018 Year-End Tax Planning

Our Vice President touches on just a few strategies to consider with your Financial Advisor as part of end of year planning for tax savings purposes. Watch Now

Cybersecurity

Our CEO, Matthew Petrozelli, shares some cybersecurity tips that will help us help you keep your data secure. Watch Now

Trusted Contacts Update

An update from our CEO Matt Petrozelli about Trusted Contacts and what you can expect from your service team with regard to this new opportunity. Watch Now

Q3 2018 Market Commentary

Connor Darrell, Head of Investments, shares Valley National Financial Advisors' review of the third quarter, and a fourth quarter outlook. Watch Now