Valley Wealth Group

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

2965 Colonnade Dr Ste 310, Roanoke, Virg...

Phone Number

(540) 491-9883

Revenue

<$5 Million

Industry

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

Valley Wealth Group offers comprehensive financial planning services tailored for individuals, families, businesses, and high-net-worth clients. Their services include retirement planning, estate planning, business succession planning, and charitable giving strategies. The firm focuses on guiding clients through the complexities of financial management and empowering them to achieve their personal and business financial goals. With a commitment to personalized service, they aim to support clients at every stage of their financial journey.Explore more
Valley Wealth Group's Social MediaPopular SearchesValley Wealth GroupValley Wealth Group IncValley Wealth Group withValley Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Valley Wealth Group Org Chart

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GW
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Chief Financial Officer

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Chief Operations Officer

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JS
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Partner - Senior Wealth Advisor

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TH
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Partner

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AS
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Senior Partner & Wealth Advisor

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MB
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Partner - Senior Wealth Advisor

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TV
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Senior Wealth Advisor

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Associate Wealth Advisor

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Wealth Management Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Valley Wealth Group

<$5M
1-10
Private
<$5M
2015
GW
George WoottenChief Financial Officer
$6.7M
11-50
Private
-
2009
LY
Lisa YoestFinancial Advisor
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
TG
Tammi GatesScheduling Manager
<$5M
1-10
Private
-
1988
DN
Dean NihartCo-Owner and Vice President
<$5M
1-10
Private
-
2004
SM
Steven MullnixClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Valley Wealth Group financials insights

Gather financial insights about Valley Wealth Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Valley Wealth Group's Financials Insights

Valley Wealth Group Tech Stack

A closer look at the technologies used by Valley Wealth Group

Valley Wealth Group News & Media

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Frequently Asked Questions Regarding Valley Wealth Group

What is Valley Wealth Group's official website?
Valley Wealth Group's official website is www.valleywealthgroup.com
What is Valley Wealth Group's Revenue?
Valley Wealth Group's revenue is <$5 Million
What is Valley Wealth Group's SIC code?
Valley Wealth Group's SIC: 62,628
What is Valley Wealth Group's NAICS code?
Valley Wealth Group's NAICS: 52,523
How many employees does Valley Wealth Group have?
Valley Wealth Group has 1-10 employees
What industry does Valley Wealth Group belong to?
Valley Wealth Group is in the industry of: Finance, Securities Trading
What is Valley Wealth Group competition?
Valley Wealth Group top competitors include: Triton Wealth, Harrison Capital Management, Nabell Winslow Investments, The Planners Professional Services
What technology does Valley Wealth Group use?
Some of the popular technologies that Valley Wealth Group uses are: Drupal, Cloudflare Website Optimization, Cloudflare CDN, Proofpoint
Who is the CFO of Valley Wealth Group?
Valley Wealth Group's CFO is George Wootten
How do I contact Valley Wealth Group?
Valley Wealth Group contact info: Phone number: (540) 491-9883 Website: www.valleywealthgroup.com
What does Valley Wealth Group do?

Valley Wealth Group offers comprehensive financial planning services tailored for individuals, families, businesses, and high-net-worth clients. Their services include retirement planning, estate planning, business succession planning, and charitable giving strategies. The firm focuses on guiding clients through the complexities of financial manage... ment and empowering them to achieve their personal and business financial goals. With a commitment to personalized service, they aim to support clients at every stage of their financial journey.Read More

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

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