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Valley Financial Group has been established for over 30 years, and for the last five, we have been on the financial planning side of the industry. When we began our financial planning careers, we thought many things would be challenging, like finding new clients, developing a financial plan in our clients’ best interest, and managing […]
Murphy’s Law! If anything can go wrong, it will go wrong. Last week our five-year goal of becoming a registered investment advisor was becoming a reality, and over the previous five years, we planned, did hundreds of meetings, battled, vetted companies, researched, and practiced our move. We were ready for one of the most
Thursday, April 14, 2021 6:00 PM 6:30 PM Google Calendar ICS Discussing Valley Financial Group move from HBeck to Fidelity and PKS.
Changes at Valley Financial Group – Thursday, April 14, 2021 Read More »
1. Our Blog “Hanging Up Your Sneaks” is back 2. Valley Financial Group is now a Registered Investment Advisor under Fidelity! 3. We launched a new website! When we started this blog, it focused on retiring from a time in your life and moving on to the next chapter. However, the blog helped us realize
We Have Three Exciting Announcements! Read More »
