January 2015 – Valley National Financial Advisors celebrates 30 years in business during 2015. The firm was founded in 1985 by Thomas Riddle.
Valley National remains independently owned and operated, and locally based in the Lehigh Valley. As President, Tom continues to lead VNFA’s team of experts in addition to working closely with his clients and their families to help them plan for their long-term financial goals.
As a respected and trusted organization, VNFA relationships transcend generations. “We pass the test of time by keeping the relationship with our clients and their families personal and consistent,” says Tom. “Our advisors provide clients with strategies to effectively manage their existing assets, implement appropriate tax-saving strategies, and plan for the eventual transfer of their wealth. Our team’s commitment to ongoing professional development ensures expertise in the products and services that are the foundation for financial success in today’s world.”
Valley National Financial Advisors’ approach to financial planning is based on a delicate combination of the science of financial planning and the art of understanding a client’s personal hopes, dreams and aspirations. “We don’t just want to know the numbers,” says Tom. “We want to know you and your family feel so that we can appropriately address all the topics that would affect you as you go through life.”
When it comes to financial planning, every person is unique and every plan is different. Get to know us for Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders.