Brokers and/or Brokerage firms may be reviewed utilizing FINRA’s BrokerCheck

Life

Client Impact

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

Client Impact Read More »

Murphy’s Law

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

Murphy’s Law Read More »

Scroll to Top