Valley Wealth Group
Company

Valley Wealth Group

Financial Services Roanoke, Virginia, United States 12 employees
Employees
12
Contacts
1
Emails
1

Valley Wealth Group Overview

Headquarters
Roanoke, Virginia, United States
Industry
Financial Services
Employees
12
Founded
2015
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Valley Wealth Group

Valley Wealth Group was founded with a vision of how the relationship between a client and their advisor should be. Having previously worked at national and regional firms, we wanted to use our experiences in each of those environments to create a better client experience. We built a solid foundation and added the services we felt were missing from traditional financial planning methods to make our vision a reality: An environment where the needs of our clients outweigh all else. Clients we have worked with for years are now benefitting from these processes and services. Their overwhelming approval has been the best reward. Valley Wealth Group 3119 Chaparral Dr. Roanoke, VA 24018 540.491.9883 www.valleywealthgroup.com Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. FINRA: www.finra.org SIPC: www.SIPC.org

Valley Wealth Group Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Valley Wealth Group Org Chart

Sample employees and titles
Name Title Contact
George Wootten Iv, Aif®, Cpfa® Chief Financial Officer
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Joe Crandall, Cpfa® Wealth Advisor for Corporate Retirement Programs. 72% of Employees Say They Are Stressed About Their Finances & Expect Resources
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Cheryl Pangaro Administrative Assistant - Vwm
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Jaret Mutter, Cepa®, Cpfa® CEO - Managing Partner, Valley Wealth Group and Lpl Financial Financial Advisor Providing Financial Strategies for Corporate Executives, Business
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Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile
Associate / junior 1 profile

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