Valley National Financial Advisors

Financial Services • Hanover, Pennsylvania, United States • 21-50 Employees

Company overview

Headquarters	1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017, US
Phone number	+16103838297
Website	valleynationalgroup.com
NAICS	52
SIC	628
Keywords	Education Planning, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investment Management, Trust Services, Tax Planning & Return Preparation
Founded	1985
Employees	21-50
Socials

Key Contacts at Valley National Financial Advisors

Matthew Petrozelli

Chief Executive Officer

Jackie Gerstung

Director Of Operations

Amanda Pugliese

Director Of Tax Services

Valley National Financial Advisors Email Formats

Valley National Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@valleynationalgroup.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@valleynationalgroup.com	66.7%
{first name}{last name}	johndoe@valleynationalgroup.com	33.3%

About Valley National Financial Advisors

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 comprehensive suite of financial planning services. 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 a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan 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.

Valley National Financial Advisors revenue & valuation

Annual revenue	$24,200,000
Revenue per employee	$781,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$77,500,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Vice President

Senior

Entry

Employees by Department

Valley National Financial Advisors has 13 employees across 6 departments.

Departments

Number of employees

Funding Data

Valley National Financial Advisors has never raised funding before.

Valley National Financial Advisors Tech Stack

Discover the technologies and tools that power Valley National Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

reCAPTCHA

Security

Gravity Forms

Form builders

Google Tag Manager

Tag managers

GoDaddy

Hosting

jQuery

JavaScript libraries

Select2

JavaScript libraries

PHP

Programming languages

HSTS

Security

Open Graph

Miscellaneous

WordPress

Blogs

Frequently asked questions

Valley National Financial Advisors is located in Hanover, Pennsylvania, US.

You can reach Valley National Financial Advisors at +16103838297.

Valley National Financial Advisors was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Valley National Financial Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.