"Pursue your dreams by strategizing today" 

 

 

Firm Profile

We currently reside in Allentown, PA and have lived in the Lehigh Valley all our lives. We have 4 adult children and a grandson. We have over 20 years combined experience in the insurance and securities business. ValleyWest Financial Group is a client-oriented organization. We utilize a caring team approach. Our mission is to create relationships with our clients that will maximize our ability to provide meaningful financial advice and effective financial strategies.

We also provide assistance that focuses on the challenges faced by families through a network comprised of people from varied professions.

Rick is President of ValleyWest Financial Group and is Securities and Life Insurance Licensed.

Cherie is Vice President of ValleyWest Financial. She holds Life and Health Insurance Licenses and is a Licensed Social Worker who is not currently practicing as a Social Worker.

 

We provide a free initial consultation.
 

Professional Services

ValleyWest Financial Group is a full financial services company that provides portfolio analysis including:

  • 401(K) Review and Rollover
  • Retirement Strategies
  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Education Funding
  • IRA Distribution Strategies