Valley National Group

Description

Professional attention delivered locally at favorable costs to meet your individual needs Jane A. Kapinas and Benjamin M. Tenaglia, III have a combined 60 years of experience in trust-related services. They share a commitment to providing exceptional service through a team approach for the most effective management of investment assets according to trust documents.

Michael is a Certified Financial Planner TM professional with over 30 years of experience in financial analysis and planning. He is a member of the Financial Planning Association, the Estate Planning Council of Lehigh Valley, the Kinder Life Planning Institute, and holistic Life-based Financial Planning is emphasized in his practice. Michael’s financial planning process is comprehensive but easily understood. It starts by defining: Where You Are Now, Where You Want To Be, then constructing a plan… How to Get There.

VALLEY NATIONAL FINANCIAL ADVISORS has the expertise to provide clients with strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth, including the use of trusts. We are pleased to have a dedicated team of Trust Services professionals who will work with your advisor to assist you in choosing the trust solution that is best suited for your unique situation. Valley National Trust Services is a Trust Representative Office of National Advisors Trust Company, FSB.

VALLEY NATIONAL FINANCIAL ADVISORS has the expertise to provide clients with strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth, including the use of trusts.

Rod is a Certified Public Accountant, Certified Financial Planner TM professional and Personal Financial Specialist. Rod is a member of the Financial Planning Association and Pennsylvania Institute of Certified Public Accountants . Rod provides individual financial advice and counseling and corporate benefits consulting. He has provided financial advisory services to individuals for over 25 years. Rod recently joined Valley National in 2008.

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