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VFM Advisor is an investment advisory platform available through Valley Financial Management, Inc. (VFM) providing you with access to customized portfolio solutions based on your distinct goals and preferences.
For assistance, please contact your Valley investment professional Monday-Friday 9:00am-5:00pm EST
Disclaimers and Notices
Securities and insurance products are offered through Valley Financial Management, Inc. (VFM). VFM is a registered investment adviser, a member of FINRA and SIPC, and is a wholly owned subsidiary Valley National Bank.
PRODUCTS OFFERED THROUGH VFM: NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE
You are now leaving the Valley National Bank and VFM site and will be transferred to a third-party site, Envestnet. The Envestnet website you are entering is not maintained by Valley National Bank, VFM, or any of their subsidiaries or affiliates (collectively, “Valley Entities”). The Valley Entities are not responsible for the content or information on or security of the Envestnet site and none of the products or services presented or advertised on the Envestnet site are offered by the Valley Entities. The Valley Entities do not make any warranties, guarantees, or assurances with respect to any of the content of the Envestnet web site and use of this site is at the user’s own risk. The Valley Entities will not be liable for the failure of any product or service advertised on the Envestnet site.
Envestnet may have privacy policies different from those of the Valley Entities. A review of such policies should be made before using any services or purchasing products from Envestnet. Envestnet also may have data security protocols different from the Valley Entities, which do not make any warranty or guaranty with respect to the privacy or confidentiality of information provided to, or through, Envestnet. The Valley Entities do not endorse or monitor any content, viewpoints, or opinions offered or expressed by Envestnet.