Valley National Financial Advisors Revenue and Competitors

Bethlehem, PA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Valley National Financial Advisors's estimated annual revenue is currently $7.4M per year.(i)
  • Valley National Financial Advisors's estimated revenue per employee is $168,000

Employee Data

  • Valley National Financial Advisors has 44 Employees.(i)
  • Valley National Financial Advisors grew their employee count by 7% last year.

Valley National Financial Advisors's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Investment OfficerReveal Email/Phone
3
AVP, Financial AdvisorReveal Email/Phone
4
AVP TechnologyReveal Email/Phone
5
VPReveal Email/Phone
6
SVPReveal Email/Phone
7
VP | Financial AdvisorReveal Email/Phone
8
AVP - Insurance ManagerReveal Email/Phone
9
AVP Client Services and Designated PrincipalReveal Email/Phone
10
VPReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is 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.

keywords:N/A

N/A

Total Funding

44

Number of Employees

$7.4M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.6M44-2%N/A
#2
$3.5M447%N/A
#3
$6.1M440%N/A
#4
$5.2M45N/AN/A
#5
$5.2M455%N/A