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.
Despite a busy week of major headlines, including the Fed holding rates steady, a new U.S. and U.K. trade deal, and the historic naming of the first American Pope, markets showed little movement, and the major indexes ended the... on
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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
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In February this year federal regulators introduced the “Trusted Contact” person as a form of protection for the investing public. The trusted contact person is someone our advisors can reach out to if he/she suspects diminished capacity and the possibility of fraud. Our CEO offers an overview of the trusted contact person and an update on what to expect from your VNFA financial advisory team on this topic. Watch Now
Get to know Jackie Cornelius, Assistant Vice President for Valley National Financial Advisors. Watch Now
Get to know Mike Ippoliti, Vice President for Valley National Financial Advisors. Watch Now
Get to know Tim Roof, Assistant Vice President for Valley National Financial Advisors. Watch Now
Get to know Joe Goldfeder, Assistant Vice President for Valley National Financial Advisors. Watch Now
Get to know Laurie Siebert, Senior Vice President for Valley National Financial Advisors. Watch Now
Get to know Rod Young, Senior Vice President for Valley National Financial Advisors. Watch Now
Get to know Matt Petrozelli, Executive Vice President and Chief Operating Officer for Valley National Financial Advisors. Watch Now