(610) 295-5593 x1
Preparing for the next step in life isn't always easy. Mike's combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for insurance protections, Mike can provide you with a new level of attention, insight, and capability.
Financial Advisor, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor, Special Care Planner
(610) 295-5593 x6
Ron conducts business with his personal clients in addition to prospecting, analyzing, and presenting on 401k retirement plan strategies and education strategies to business owners and key decision makers. When working with business owners, he offers the additional advantage of helping them to guide their employees towards personal financial goals, enhancing reach throughout the community.
Investment Advisor Representative, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor
(610) 295-5593 x7
As a financial services professional, Craig takes great pleasure in finding appropriate strategies for clients’ specific needs. He is dedicated to carefully listening to clients in order to gain a thorough understanding of their financial goals, and match them with products that will meet their needs. Over time, he continues to work closely with clients to ensure they remain on the right path toward their financial goals.
(610) 295-5593 x 10
Samantha Lompado is a financial advisor who has spent her career working with individuals and business owners to mitigate risk and efficiently accumulate wealth in a comprehensive financial strategy.
Samantha started her career at Northwestern Mutual and spent a little over 6 years there. The time spent with Northwestern provided a solid foundation on comprehensive risk management analysis.
Since then Samantha has made a strategic focus on investment management, with expertise in 401k and Defined Benefit planning. She assists her clients in identifying their goals and concerns, focusing on tax efficiencies, retirement accumulation and distribution, education planning, income continuation strategies, asset management, and survivor income planning.
Samantha considers herself an accomplished breakfast sandwich connoisseur. She currently resides in Pennington, New Jersey. She loves spending her free time with family, working out, traveling, and cooking. Lastly, if you ever need a friend to run a 5k with she is the person to call.
Samantha holds her series 6, 63, and 65. She has also completed a certification in long term care planning and holds the CLU® designation.
Investment Advisor Representative
(610) 295-5593 x3
(610) 295-5593 x8
(610) 295-5593 x2
Jake takes pride in acting as a stepping-stone for his clients, taking them from where they are to where they want to be. Jake’s focus for the last five years has been on providing wealth protections strategies for his clients. He prides himself on consistently educating himself on market trends and concepts.
All Valor Wealth Management advisors are supported by our administrative team. Don't hesitate to reach out to them!
(610) 295-5593 x5
Client Relationship Manager
(610) 295-5593 x9
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.