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Home > Financial Services > Stock Brokers > Valley National Investments, Inc.
Valley National Investments, Inc.
Valley National Investments, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Valley National Investments is an independent one stop financial services group of companies that offer personalized, comprehensive and coordinated financial services. Valley National was established in 1985, Valley National has a immaculate regulatory history without a single securities lawsuit, violation, sanction or fine. Valley National has developed a reputation for innovation, financial strength, and quality. Their financial professionals are competent, ethical, certified, licensed, and experienced in delivering financial needs analysis, wealth accumulation, risk management and planning advice in a professional, useful manner.
Their advisors work within a planning structure that has as its single goal the best interests of each client. Each financial recommendation is based on personal interviews, data gathering, document review, and a thorough understanding of the client's financial goals. With a complete planning process, advisor recommendations are made with an understanding of the big picture.
The Company provides clients with returns that are accurate, timely, and reasonably priced. CPAs and Enrolled Agents are available for large and small cases. All tax preparers are well trained and up to date on current tax law.
Offer a complete review of estates large and small to prevent problems, minimize expenses, reduce taxes, and provide peace of mind.
Include creation of business plan creation, business optimization strategies, and business continuation plans, designed and funded.
The help and protect families from financial hardship in the event of breadwinner's untimely death, disability or catastrophic illness with Insurance Planning.
The company has developed a Business Continuity Plan on how they will respond to events that significantly disrupt their business. Since the timing and impact of disasters and disruptions is unpredictable, they will have to be flexible in responding to actual events as they occur. With that in mind, they are providing you with this information on their business continuity plan.
They take pride in developing relationships, the essence of successful financial planning for you and your family.
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