Valley Forge Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2500 Monroe Blvd Ste 100, Audubon, Penns...

Revenue

$21.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Valley Forge Financial Group

Valley Forge Financial Group offers comprehensive financial guidance, focusing on life insurance, estate planning, individual wealth management, and retirement plan consulting. They cater to individuals, families, and privately held businesses, emphasizing personal involvement and ethical conduct in their services. The firm aims to help clients achieve financial freedom through informed decision-making and a deep understanding of their financial goals. With a commitment to exceeding client expectations, they provide tailored solutions that encompass wealth accumulation, management, and preservation.Explore more
Valley Forge Financial Group's Social MediaPopular SearchesValley Forge Financial Group IncValley Forge Financial GroupValley Forge Pension ManagementValley Forge Pension Management IncValley Forge Pension Management spentSIC Code 62,628NAICS Code 52,523Show more

Valley Forge Financial Group Org Chart

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TH
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Chief Operating Officer

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Vice President, Operations

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DG
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Vice President, Operations & Cco Valley Forge...

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Compare Similar Companies to Valley Forge Financial Group

Compare insights from companies similar to Valley Forge Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Valley Forge Financial Gr...

$21.1M
11-50
Private
-
-
TH
Trina HannaChief Operating Officer
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$6.9M
11-50
Private
-
-
KO
Kathleen OneillFinancial Service Representative
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
11-50
Private
-
2008
N/A
<$5M
11-50
Private
-
-
SJ
Savana JordanRelationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Valley Forge Financial Group Tech Stack

A closer look at the technologies used by Valley Forge Financial Group

Most Recent Scoops

Facilities Relocation / Expansion
Valley Forge Financial Group is planning to move offices in August 2024. The move will impact employees at the existing office located at 1000 Westlakes Dr Ste 200, Berwyn, PA.
Facilities Relocation/Expansion
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Frequently Asked Questions Regarding Valley Forge Financial Group

What is Valley Forge Financial Group's official website?
Valley Forge Financial Group's official website is www.vffg.com
What is Valley Forge Financial Group's Revenue?
Valley Forge Financial Group's revenue is $21.1 Million
What is Valley Forge Financial Group's SIC code?
Valley Forge Financial Group's SIC: 62,628
What is Valley Forge Financial Group's NAICS code?
Valley Forge Financial Group's NAICS: 52,523
How many employees does Valley Forge Financial Group have?
Valley Forge Financial Group has 11-50 employees
What industry does Valley Forge Financial Group belong to?
Valley Forge Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Valley Forge Financial Group competition?
Valley Forge Financial Group top competitors include: Sachs Financial Servic, Wealth Development Group, Van Reed Wealth Management, Westex Investment Services
What companies has Valley Forge Financial Group acquired?
Valley Forge Financial Group has acquired the companies: M Financials
What technology does Valley Forge Financial Group use?
Some of the popular technologies that Valley Forge Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
What does Valley Forge Financial Group do?

Valley Forge Financial Group offers comprehensive financial guidance, focusing on life insurance, estate planning, individual wealth management, and retirement plan consulting. They cater to individuals, families, and privately held businesses, emphasizing personal involvement and ethical conduct in their services. The firm aims to help clients ach... ieve financial freedom through informed decision-making and a deep understanding of their financial goals. With a commitment to exceeding client expectations, they provide tailored solutions that encompass wealth accumulation, management, and preservation.Read More

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

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