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529 Plans: PA State Tax Benefits

Vice President Jaclyn Cornelius, EA, CFP®, offers some insights and options Pennsylvania taxpayers may want to know about 529 plan contributions and deductions. Watch Now

Q1 2019 Market Commentary

Connor Darrell CFA, Head of Investments, shares Valley National Financial Advisors' review of the first quarter in 2019. Watch Now

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