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
- Website
- www.valleywealthgroup.com
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2015
- NAICS
-
Finance and InsuranceMonetary 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 | Location | 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 | Roanoke, Virginia, United States |
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| Cheryl Pangaro | Administrative Assistant - Vwm | Wayne, New Jersey, United States |
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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 | Roanoke, Virginia, United States |
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|
Employees by Management Level
Executive
2 profiles
Individual contributor
1 profile
Associate / junior
1 profile
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