Insights

IndustryStanding Valley National Financial Advisors operates in the financial services sector with a longstanding history since 1985, indicating a potential client profile for wealth management, retirement planning, and sophisticated financial planning services.

AwardsImpact Recent InvestmentNews 5-Star recognition for the team and individual advisor suggests strong credibility and client trust, highlighting opportunities for premium advisory services, referrals, and upsell to higher-net-worth segments.

GrowthMomentum Multiple promotions and leadership changes in 2026 point to a scalable organization with growing service capacity and potential demand for enhanced back-office technology, CRM enhancements, and advisory workflow solutions.

CommunityEngage Active community partnership with Volunteer LV and legacy business recognition indicate a focus on local presence and philanthropy, which can be leveraged for local marketing, client events, and ESG-aligned financial planning offerings.

TechnologyUse Visible tech stack elements (LinkedIn ads, Google Search Console, WP Rocket, and other tools) reveal digital marketing maturity; opportunities exist to propose integrated marketing analytics, client portal enhancements, and data-driven performance improvements.

Valley National Financial Advisors Tech Stack

Valley National Financial Advisors uses 8 technology products and services including LinkedIn Ads, WP Rocket, oEmbed, and more. Explore Valley National Financial Advisors's tech stack below.

  • LinkedIn Ads
    Advertising
  • WP Rocket
    Caching
  • oEmbed
    Dev Tools
  • LinkedIn
    Online Community Software
  • Adobe Acrobat DC
    Rich Text Editors
  • USPS
    Transportation And Fleet Management
  • Google Search Console
    Web Analytics
  • Twitter
    Widgets

Media & News

Valley National Financial Advisors's Email Address Formats

Valley National Financial Advisors uses at least 1 format(s):
Valley National Financial Advisors Email FormatsExamplePercentage
FLast@valleynationalgroup.comJDoe@valleynationalgroup.com
90%
Last@valleynationalgroup.comDoe@valleynationalgroup.com
8%
First.Last@valleynationalgroup.comJohn.Doe@valleynationalgroup.com
2%

Frequently Asked Questions

What is Valley National Financial Advisors's phone number?

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You can contact Valley National Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Valley National Financial Advisors's official website and social media links?

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Valley National Financial Advisors's official website is valleynationalgroup.com and has social profiles on LinkedIn.

How much revenue does Valley National Financial Advisors generate?

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As of July 2026, Valley National Financial Advisors's annual revenue is estimated to be $25M - $50M.

What is Valley National Financial Advisors's NAICS code?

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Valley National Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Valley National Financial Advisors have currently?

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As of July 2026, Valley National Financial Advisors has approximately 30 employees across 1 continents, including North America. Key team members include Vice President, Human Resources And Organizational Development: A. N.Senior Vice President: C. L. S.Assistant Vice President At Valley National Financial Advisors: T. R.. Explore Valley National Financial Advisors's employee directory with LeadIQ.

What industry does Valley National Financial Advisors belong to?

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Valley National Financial Advisors operates in the Financial Services industry.

What technology does Valley National Financial Advisors use?

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Valley National Financial Advisors's tech stack includes LinkedIn AdsWP RocketoEmbedLinkedInAdobe Acrobat DCUSPSGoogle Search ConsoleTwitter.

What is Valley National Financial Advisors's email format?

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Valley National Financial Advisors's email format typically follows the pattern of FLast@valleynationalgroup.com. Find more Valley National Financial Advisors email formats with LeadIQ.

When was Valley National Financial Advisors founded?

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Valley National Financial Advisors was founded in 1985.
Valley National Financial Advisors logo

Valley National Financial Advisors

Financial ServicesPennsylvania, United States11-50 Employees

Valley National Financial Advisors operates within the financial services sector, providing a comprehensive suite of planning services designed to help individuals and organizations reach long-term financial goals. The firm emphasizes a balanced approach that combines factual financial planning with an understanding of clients’ emotions and aspirations, aiming to maintain personal, long-term relationships across generations. Its advisory team leverages extensive experience and ongoing professional development to support asset management, tax-saving strategies, and wealth transfer planning for clients.
Based in Bethlehem, Pennsylvania, the organization focuses on delivering foundational financial planning services through a team of professionals supported by robust industry resources and technology. Founded in 1985, Valley National positions itself as a trusted advisor capable of navigating the complexities of modern wealth management, with a recent emphasis on recognition within the industry and leadership promotions that reflect its ongoing professional development and client service orientation.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Valley National Financial Advisors's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Valley National Financial Advisors's revenue is estimated to be in the range of $25M - $50M

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