Valley Financial Group is a wealth management firm that offers comprehensive financial planning advice to individuals, families and businesses using a team-based approach and a "client first" focus. We operate as your personalized TEAM of financial professionals to achieve your goals and ensure your legacy objectives fulfilled.
Our TEAM includes accomplished individuals with various expertise and a proven track record over the past 30 years. Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC Headquartered at 80 STATE STREET ALBANY, NY 12207 UNITED STATES. Purshe Kaplan Sterling Investments and Valley Financial Group are not affiliated companies.
Our TEAM includes accomplished individuals with various expertise and a proven track record over the past 30 years. Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC Headquartered at 80 STATE STREET ALBANY, NY 12207 UNITED STATES. Purshe Kaplan Sterling Investments and Valley Financial Group are not affiliated companies.
Services
Our mission to is to educate and empower our clients giving them the confidence and peace of mind that our disciplined financial plan will allow them to retire comfortably. Our advisors and professional staff share a passion for helping you pursue and achieve your life goals. Our commitment to independent advice, transparency and accountability fosters our client relationships for generations.
We operate as your personalized TEAM of financial professionals to achieve your goals and ensure your legacy objectives are fulfilled. Our TEAM includes accomplished individuals with various expertise and a proven track record over the past two decades. We promote and encourage a culture of teamwork and dedication and you will not find a wealth management team that is more genuine, gritty, patient and forward-thinking than our firm.
Frank M. Betsch has a long history in the financial services industry. Frank got his start in the financial services industry in October of 1979, after graduating from LaSalle University in 1978 with a bachelor of science in Business Administration majoring in Finance and Marketing. Frank was born and raised in Philadelphia.
Jim graduated from the Philadelphia Police Academy in 1999. After a three year assignment in the 26th District, he joined the Bensalem Police Department. Jim has led a distinguished career serving Bensalem Township. He quickly advanced through the ranks from Patrol Officer, Corporal, Sergeant of Patrol Division and Detective-Sergeant of the Criminal Investigation Division.
Rich began his career as an advisor support specialist at Polaris Financial Services in New Haven, CT. In 2000, he moved to Aetna Financial Services as a commissions specialist, at which time he became registered in the financial services industry. In 2001, Rich moved to Pennsylvania and joined Valley Financial Group.
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