Valley Wealth Group
BizScore
Contact Information
-
Address
3119 Chaparral Dr, Roanoke, VA, 24018 -
Phone
(540) 491-9883 -
Website
valleywealthgroup.com
Location
About Valley Wealth Group
Valley Wealth Group is a financial planner in Roanoke, VA, offering comprehensive financial planning services centered on individuals, families, business owners, and high-net-worth clients. The firm provides retirement planning, estate planning, 401(k) rollovers, business succession planning, charitable giving strategies, and wealth management for businesses and corporations. Serving clients across Virginia, the firm emphasizes a client-centric approach to financial planning and wealth management. It holds a 5.00 rating with no reviews currently listed.
The firm’s approach is built on a model that prioritizes personalization and long-term guidance, aiming to align financial strategies with clients’ life goals. The team includes certified professionals such as CEPA®, CPFA®, CFP®, ChFC®, and CRPC® designees, with roles spanning wealth advisory, operations, finance, business development, client communications, and administrative support. The group is structured around a collaborative model with a focus on client relationships and professional development. The firm operates from multiple locations, including its Roanoke headquarters at 3119 Chaparral Dr.
Located on Chaparral Dr in Roanoke, VA, the firm’s headquarters serves as a central point for its operations across Virginia. It maintains offices in Morehead City, NC, and Blacksburg, VA, with the Roanoke location serving as a primary hub for client services. The firm’s website highlights a commitment to redefining the client-advisor relationship through a comprehensive, transparent, and personalized approach to financial planning.
Valley Wealth Group is recognized for its specialized services in retirement and estate planning, business succession, and wealth management for high-net-worth individuals. Its team-based structure and focus on client-centered solutions reflect a deep commitment to financial stability and long-term success. The firm’s presence in Roanoke and surrounding areas underscores its role as a trusted resource for financial planning in the region.