Valley Financial Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

311 Lindenwold Ave, Ambler, Pennsylvania...

Phone Number

(215) 947-9190

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Valley Financial Group

Valley Financial Group, Inc. is a privately held wealth-management and investment-advisory firm headquartered in Ambler, Pennsylvania. The company was founded by Frank M. Betsch and has developed its business around a client-first approach to financial planning, investment management, retirement planning, risk management, tax planning, education planning, and estate planning. Its primary objective is to help individuals, families, businesses, and other organizations establish financial strategies that align their resources with their long-term objectives.Explore more
Valley Financial Group's Social MediaPopular Searchesvalley financial group IncValley Financial GroupValley Financial CorpValley Financial Investments IncValley FinancialSIC Code 62,628NAICS Code 52,523Show more

Valley Financial Group Org Chart

PhoneEmail
Frank Betsch, President & Founding Partner at Valley Financial Group
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President & Founding Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Valley Financial Group

<$5M
1-10
Private
-
2007
Frank Betsch, President & Founding Partner at Valley Financial Group
Frank BetschPresident & Founding Partner
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
2014
RR
Renee RiggleOffice Manager
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Valley Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Valley Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Valley Financial Group.

Valley Financial Group Tech Stack

A closer look at the technologies used by Valley Financial Group

Valley Financial Group News & Media

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Frequently Asked Questions Regarding Valley Financial Group

What is Valley Financial Group's official website?
Valley Financial Group's official website is www.valleyfinancial.com
What is Valley Financial Group's Revenue?
Valley Financial Group's revenue is <$5 Million
What is Valley Financial Group's SIC code?
Valley Financial Group's SIC: 62,628
What is Valley Financial Group's NAICS code?
Valley Financial Group's NAICS: 52,523
How many employees does Valley Financial Group have?
Valley Financial Group has 1-10 employees
What industry does Valley Financial Group belong to?
Valley Financial Group is in the industry of: Finance, Securities Trading
What is Valley Financial Group competition?
Valley Financial Group top competitors include: Waterford Advisors, Radnor Financial Advisors, Investment Services Group, Fors Financial Consulting
What companies has Valley Financial Group acquired?
Valley Financial Group has acquired the companies: The Bahnsen Group, Valley Financial Group
What technology does Valley Financial Group use?
Some of the popular technologies that Valley Financial Group uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Smarsh
How do I contact Valley Financial Group?
Valley Financial Group contact info: Phone number: (215) 947-9190 Website: www.valleyfinancial.com
What does Valley Financial Group do?

Valley Financial Group, Inc. is a privately held wealth-management and investment-advisory firm headquartered in Ambler, Pennsylvania. The company was founded by Frank M. Betsch and has developed its business around a client-first approach to financial planning, investment management, retirement planning, risk management, tax planning, education pl... anning, and estate planning. Its primary objective is to help individuals, families, businesses, and other organizations establish financial strategies that align their resources with their long-term objectives.Read More

What are Valley Financial Group social media links?
Valley Financial Group Linkedin page Valley Financial Group Twitter page Valley Financial Group Facebook page
Is Valley Financial Group a public company?
Valley Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Valley Financial Group

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