Truist - Bethlehem (PA)

Becky Kistler, Clean Horizons LLC I recently had the opportunity to visit Valley National Financial Advisors, and I was genuinely impressed. From the moment I walked in, it was clear that this team values professionalism and takes real pride in their environment. As the owner of Clean Horizons, I naturally pay attention to the details most people overlook — and their commitment to organization and cleanliness is exactly what we love to see in a well-run facility. It was a pleasure meeting the team, and I wish them continued success in all they do.

Lawrence Lang Great customer service right off the bat. Very open floor plan. Doesnt feel like a bank. Might be switching. Dude was telling me about some good rates of CDs. So thats good.

Glenwood Carr The greatest

Amelia Conway The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.

Ayesha Andrews Shes Okay ...

Jeff W Needed some help with loan payoff notarization while in AZ. The team was very helpful, especially Rick who went out of his way to get it done for me in a very quick manner. You dont get that kind of service at the big banks.