Valley Creek Advisors

Financial planner in Wayne, PA (show on map)

Valley Creek Advisors is a financial advisory firm helping clients pursue their financial goals through investments, retirement planning, estate strategies, insurance, and tax planning.

Call (610) 880-8997

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About

Valley Creek Advisors is a financial advisory firm where for many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That's where their firm comes in. Whether you have significant assets to manage or are just starting to accumulate wealth, they have the tools and background to provide services that may fit your needs. Their personal goal is to provide guidance that helps clients understand and better define their financial goals, working hard to create a mutually beneficial and respected long-term relationship.

Team-based approach with multiple financial professionals

Over 25 years of experience for managing partner

Strong emphasis on long-term relationships

Services

Investments

Bonds, common stock, educational IRA, traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, brokerage accounts, treasury bills, government securities, treasury notes, variable annuity

Bonds Stocks IRAs Brokerage Treasury Variable Annuity

Financial Planning

Retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, profit sharing plans

Retirement Tax Planning 401k 403b College Plans Estate

Insurance

Disability income insurance, life insurance, long-term-care insurance

Disability Income Life Insurance Long-Term Care

Credentials & Certifications

Securities offered through Cambridge Investment Research, Inc., Broker/Dealer, member FINRA & SIPC

Advisory Services offered through Cambridge Investment Research Advisors, Inc., Registered Investment Advisor

Mary Wagner AIF®, CPFA®, FINRA series 6, 7, 63, 65

Frequently Asked Questions

What services does Valley Creek Advisors offer? +

They provide assistance in investments (bonds, stocks, IRAs), financial planning (retirement plans, tax plans, 401k), and insurance (disability income, life insurance, long-term-care).

What states does Valley Creek Advisors serve? +

Securities offered through Cambridge Investment Research to individuals residing in AZ, CA, FL, GA, MD, MI, NJ, NY, NC, OH, PA, TX, VA.

How can I contact Valley Creek Advisors? +

Office: (610) 880-8997, Fax: (610) 880-8999. Address: 1107 W Valley Road, Wayne, PA 19087.

What is their investment philosophy? +

They believe in thinking out of the box and are not afraid to challenge conventional wisdom in their approach to investing and preserving wealth, focusing on client satisfaction.