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
View Top Employees from Valley Wealth Group| Website | http://www.valleywealthgroup.com |
| Revenue | $1 million |
| Funding | $150000 |
| Employees | 8 (6 on RocketReach) |
| Founded | 2015 |
| Address | 2965 Colonnade Dr Ste 310, Roanoke, Virginia 24018, US |
| Phone | (540) 491-9883 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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Valley Wealth Group Questions
The Valley Wealth Group annual revenue was $1 million in 2024.
Tiffany Rawling is the *Client Service Director of Valley Wealth Group.
6 people are employed at Valley Wealth Group.
Valley Wealth Group is based in Roanoke, Virginia.
The NAICS codes for Valley Wealth Group are [52, 52393, 523, 5239].
The SIC codes for Valley Wealth Group are [62, 628].
Top Valley Wealth Group Employees
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43
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12
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