LeadIQ logo
Learn more at LeadIQ.com

Valley Financial Solutions Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Valley Financial Solutions is a financial services firm based in Roanoke, Virginia. It serves individuals, families, and businesses in the Roanoke area, helping them pursue goals related to wealth accumulation and protection. The firm emphasizes taking a comprehensive view of a client’s financial picture, with licensed professionals who tailor solutions to fit each need.

Valley Financial Solutions offers securities and advisory services through Signator Investors, Inc., and operates as an independent firm affiliated with the John Hancock Financial Network and Signator Investors, Inc. The practice positions itself within the broader financial services industry as a small to mid-sized team dedicated to delivering personalized financial guidance.

Find Valley Financial Solutions employees' phone numbers or email addresses

Valley Financial Solutions Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    15
  • Canada
    2

Oceania
3

Minus sign iconPlus sign icon
  • New Zealand
    2
  • Australia
    1

Valley Financial Solutions's Leadership

  • Stylized image of a person
    B. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Licensed Mortgage Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. L.
    Financial Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. H.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Executive Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Sales Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W. T.
    Administrative Assistant
    Phone icon
    Mobile Phone

Valley Financial Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Banking
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Valley Financial Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. T.
    President
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jun 27, 2026
  • Stylized image of a person
    G. M.
    Founding Partner
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    R. C.
    Licensed Mortgage Professional
    Phone icon
    Mobile Phone
    CanadaManitoba
    Jun 24, 2026
  • Stylized image of a person
    B. L.
    Financial Representative
    Phone icon
    Mobile Phone
    United StatesVirginia
    May 30, 2026
  • Stylized image of a person
    H. H.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    United States
    Jun 08, 2026
  • Stylized image of a person
    T. S.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesVirginia
    May 28, 2026
  • Stylized image of a person
    K. C.
    Sales Assistant
    Phone icon
    Mobile Phone
    United StatesVirginia
    Aug 11, 2025
  • Stylized image of a person
    M. W. T.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesVirginia
    Oct 18, 2025
  • Stylized image of a person
    H. L.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    UNITED STATES
    Dec 23, 2024
  • Stylized image of a person
    W. H.
    Insurance Agent
    Phone icon
    Mobile Phone
    Dec 23, 2024

Frequently Asked Questions

What is Valley Financial Solutions known for?

Minus sign iconPlus sign iconValley Financial Solutions operates in the Financial Services industry. The company's main headquarters is located in 2847 Penn Forest Boulevard Suite 100 Roanoke, Virginia United States; you can contact the main corporate office by phone at
+1-540-777-****
. Explore Valley Financial Solutions's company overview page for more information.

What is Valley Financial Solutions's most common email format?

Minus sign iconPlus sign iconValley Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Valley Financial Solutions email formats with LeadIQ.

How many employees does Valley Financial Solutions have currently?

Minus sign iconPlus sign iconValley Financial Solutions has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Valley Financial Solutions's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Valley Financial Solutions's key employees include:

  • President: B. T.
  • Founding Partner: G. M.
  • Licensed Mortgage Professional: R. C.
  • Financial Representative: B. L.
  • Investment Advisor Representative: H. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.