Valley Financial Group Inc is a wealth management and financial planning firm based in Flourtown, PA, serving clients in Philadelphia, Bucks, Montgomery, Chester, Delaware Counties, and New Jersey. With a mission to educate and empower their clients, their team of experienced advisors and professional staff are dedicated to helping individuals pursue and achieve their life goals through a disciplined financial plan.
Valley Financial Group takes pride in their commitment to independent advice, transparency, and accountability, building strong client relationships that last for generations. By understanding each client's values and family story, they co-create personalized financial plans aligned with their clients' goals, providing strategic information, services, and products to help them reach their financial objectives with confidence.
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