The Times Herald (Norristown, PA)
Valley Creek provides financial guidance for companies
UPPER MERION » For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where Mary Wagner, managing partner of Valley Creek Advisors, and her team come in. With over 25 years of experience in the banking, financial planning and investment field, Mary has extensive knowledge in asset management, investments, insurance and retirement plans. She provides retirement and investment planning for owners and employees of local companies in the Philadelphia area including the health care, technology and engineering sectors. She has also been a multiyear attendee of the Barron’s Top Financial Advisors and the Women’s Financial Advisors summits. Barron’s summit attendance is based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
Whether a client has significant assets to manage — or is just starting to accumulate wealth — Valley Creek Advisors has the tools and background to provide the services that may fit any needs.
Valley Creek Advisors strives to provide guidance that can help clients understand and better define financial goals. They work hard to create a mutually beneficial and respected long-term relationship with their clients and their families. Mary prides herself on providing her clients exceptional financial advice with integrity and superior ethics.
As members of the community for many years, Valley Creek Advisors takes pride in knowing that they have helped many people pursue the type of financial future they dreamed about.
Mary and her team can be reached at 610.880.8997, 550 E. Swedesford Road, Suite 130, Wayne, PA 19087. For more information, visit www.ValleyCreekAdvisors.com.
Valley Creek Advisors is a proud member of the Montgomery County Chamber of Commerce.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Summit Group Retirement Planners Inc., a registered investment advisor. Summit Group Retirement Planners Inc., Valley Creek Advisors, and Montgomery County Chamber of Commerce are separate entities from LPL Financial.