Valley Creek Advisors

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Wayne, PA & Online

About

We are a woman owned independent financial planning and investment advisory practice. We act in a fiduciary capacity and offer a full range of financial services including retirement income planning, college education savings, life and long term care solutions.

I enjoy helping others achieve their hopes and dreams in life by financial planning. I have had long term relationships with clients, their family and friends are like family to me.

Highlights

Hired 4 times

4 employees

12 years in business

Serves Wayne, PA

Offers online services

Social media

Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

Photos and videos

No reviews (yet)

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Frequently asked questions

What is your typical process for working with a new customer?

My team with send a financial checklist to help new clients organize their paperwork to gather information electronically. We conduct a face to face, phone or zoom meeting depending on the client's preference to fact find and complete a fiduciary review and financial plan to determine the best course of action to achieve goals.

Do you have a standard pricing system for your services? If so, please share the details here.

We offer both advisory fee and commission pricing choices.

How did you get started in this business?

I started my career in Financial Services working in retail banking and bank management. I enjoyed working with individual clients and their families so pursued the Financial Advisor and Accredited Investment Fiduciary role.

What types of customers have you worked with?

Individuals, Business Owners, Retirees,

Services offered

Financial Services And Planning