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Valley National provides one-stop service for your financial needs.  Your questions are answered by one contact person, your Financial Advisor, who is familiar with each aspect of your financial situation.  This one-to-one relationship enhances communication and optimizes effectiveness.

Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals.  Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives.  We carry out our mission with the utmost care, offering clients a disciplined investment philosophy that has the objective of generating excellent investment results while minimizing volatility.

As a respected and trusted organization, our relationships with many clients and their families transcend generations.  We pass the test of time by keeping the relationship with our clients personal and consistent.  Our advisors are backed by many years of experience and a commitment to ongoing professional development.

Valley National has the expertise in the products and services that are the foundation for financial success in today’s world.  This expertise provides clients with strategies to effectively manage their existing assets, implement appropriate tax-saving strategies, and provide for the eventual transfer of their wealth.

Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.