Valley Financial Solutions

Valley Financial Solutions is a financial planner in Roanoke, Virginia. The firm advises individuals, families, and businesses on retirement planning, estate planning strategies, education funding, family protection, long-term care, and investments, and it also works with companies on employee benefits, executive benefits, business continuation and succession planning, and wealth transfer. Its product offerings include term, whole, universal, and variable life insurance; fixed and variable annuities; qualified retirement and pension plans such as 401(k)s; key person insurance; group medical insurance; long-term care insurance; and disability income insurance. The office is open Monday through Friday from 8:00 AM to 5:00 PM, with Saturday and Sunday appointments available.

The advisory team brings a collective 80 years of experience in the financial services industry. The firm describes its work environment as team-based, with a primary objective of providing comprehensive financial planning through a collaborative process that integrates each client's personal and financial circumstances. Strategies are tailored to individual needs and goals, and the practice emphasizes trust, honesty, and integrity in its client relationships. Educational videos cover topics such as how experienced investors respond when markets shift, behavioral finance practices, and the considerations involved before tapping retirement savings to fund college. Valley Financial Solutions works with a select group of financial organizations to deliver its products and services.

The office sits on Penn Forest Boulevard in Roanoke, about a tenth of a mile from the Ruxton neighborhood and the Roanoke County Administration Center. Electric Road is roughly two tenths of a mile away, Starkey Road about three tenths of a mile, and Murray Run creek and the Algoma neighborhood each about three tenths of a mile from the office.

Valley Financial Solutions holds a rating of 3.40. With eight decades of combined advisory experience behind it, the firm brings retirement, estate, insurance, and business planning together for clients across the Roanoke area.