{"id":121963,"date":"2023-08-29T22:03:02","date_gmt":"2023-08-30T02:03:02","guid":{"rendered":"https:\/\/www.thevalleyledger.com\/?p=121963"},"modified":"2023-08-29T22:03:02","modified_gmt":"2023-08-30T02:03:02","slug":"vestra-financial-partners-named-best-in-state-and-top-women-wealth-advisor-by-forbes-celebrates-national-life-insurance-month-in-september","status":"publish","type":"post","link":"https:\/\/www.thevalleyledger.com\/?p=121963","title":{"rendered":"Vestra Financial Partners Named &#8220;Best-in-State&#8221; and &#8220;Top Women Wealth Advisor&#8221; by Forbes; Celebrates National Life Insurance Month in September"},"content":{"rendered":"<p><em>(Left to right): Julie Dellisant-Flugel, CFP\u00ae, CDFA\u2122, M. Amy Villani, M. Bernadette Holland, CFP\u00ae and Lorrie Garber Riggs, RIS\u00a0 (image provided by): <\/em><a href=\"https:\/\/www.dropbox.com\/sh\/w8xsqc2uf10sjv8\/AADh6BEUM9tOetqgld4X0L1Qa?dl=0\"><em>Vestra Financial Partners<\/em><\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-121965\" src=\"https:\/\/www.thevalleyledger.com\/wp-content\/uploads\/2023\/08\/vesta.jpg\" alt=\"\" width=\"392\" height=\"215\" srcset=\"https:\/\/www.thevalleyledger.com\/wp-content\/uploads\/2023\/08\/vesta.jpg 392w, https:\/\/www.thevalleyledger.com\/wp-content\/uploads\/2023\/08\/vesta-300x165.jpg 300w\" sizes=\"(max-width: 392px) 100vw, 392px\" \/><\/p>\n[August 29, 2023, LEHIGH VALLEY &amp; BUCKS COUNTY, PA, AND ST PETERSBURG, FL] \u2013 Vestra Financial Partners, a multigenerational team of advisors with 124 years of investment experience combined, proudly announces its recent recognition as <a href=\"https:\/\/advisor.janney.com\/vestrafinancial\">Forbes 2023 \u201cBest-in-State Wealth Management Team.\u201d <\/a>\u00a0This prestigious accolade is a testament to Vestra&#8217;s unwavering commitment to offer the highest standard of success in financial relations.<\/p>\n<p>Forbes, a renowned name in business and finance reporting, awarded &#8220;Best-in-State&#8221; to Vestra highlighting the leading wealth management\u00a0 firm\u2019s breadth and depth of experience, volume of assets managed and proven best prctices in Pennsylvania.\u00a0 This acknowledgment reinforces Vestra&#8217;s position as a trusted partner in guiding clients towards their financial goals.<\/p>\n<p>The &#8220;Top Women Wealth Advisor&#8221; distinction further solidifies Vestra&#8217;s leadership.\u00a0 Awarded to Lorrie Garber Riggs, RIS, First Vice President at Vestra.\u00a0 Riggs, a \u201cRetirement Income Specialist\u201d top performer, who works with individuals, multi-generation families, and corporations across the country.<\/p>\n<p>&#8220;We are deeply honored to receive \u201cBest in State\u201d Wealth Management Team from Forbes,&#8221; M. Bernadette Holland, CFP\u00ae, Senior Vice President at Vestra expresses gratitude. &#8220;It is an honor and priviledge to be recognized among our peers for our team&#8217;s dedication to excellence, personalized insightful service, and a deep understanding of our clients&#8217; aspirations.\u201d<\/p>\n<p>With offices in Bethlehem and Yardley, PA, and St. Petersburg, FL, Vestra Financial Partners brings together the unique experiences of each team member, along with a shared investment philosophy that prioritizes the client.<\/p>\n<ul>\n<li>LORRIE GARBER RIGGS, RIS\u00ae | First Vice President \/ Wealth Management, Financial Advisor<\/li>\n<\/ul>\n<p><em>Retirement Income Specialist, Newtown\/Yardley, PA office<\/em><em>\u00a0<\/em><\/p>\n<ul>\n<li>BERNADETTE HOLLAND, CFP\u00ae | Senior Vice President \/ Wealth Management, Financial Advisor<\/li>\n<\/ul>\n<p><em>Comprehensive Financial Life Planning, Bethlehem, PA office<\/em><em>\u00a0<\/em><\/p>\n<ul>\n<li>JULIE DELLISANT-FLUGEL, CFP\u00ae, CDFATM | Financial Advisor<\/li>\n<\/ul>\n<p><em>Certified Divorce Financial Analyst\u00ae, Bethlehem, PA and St. Petersburg, FL offices<\/em><em>\u00a0<\/em><\/p>\n<ul>\n<li>AMY VILLANI | First Vice President \/ Wealth Management, Financial Advisor<\/li>\n<\/ul>\n<p><em>Annuities and Insurance Planning, Bethlehem, PA office<\/em><\/p>\n<p>Vestra also acknowledges September as National\u00a0 Life Insurance Month. The group remains committed to assisting clients in making informed decisions about life insurance coverage as part of their holistic financial planning.<\/p>\n<p>Amy Villani, First Vice President at Vestra, expresses her excitement about this timely achievement, &#8220;We are thrilled to be recognized for our everyday hard work and service to clients. How fitting that it is also National Life Insurance Month.\u00a0 Insurance policies are an important element in financial planning.\u00a0\u00a0 Polices as such initiate one\u2019s legacy portfolio and are vital to ensuring ease of transfer in business partnerships. \u201d<\/p>\n<p>This month-long observance brings awareness to the importance of financial planning and wealth management.\u00a0 In addition to their achievements, Vestra Financial Partners is scheduled to share their fiscal experience and insights at local events including this year&#8217;s annual Women Advisors Forum in October at Janney\u2019s Philadelphia location.\u00a0 In addition, Vestra\u2019s annuities and insurance planning strategist, Amy Villani, is available for financial commentary for the media. Her experience covers a range of popular topics, including:<\/p>\n<ul>\n<li>The 4 Types of Life Insurance, Explained<\/li>\n<li>Going into Business with a Partner? The One Agreement Every Start-Up Should Have<\/li>\n<li>Financial Planning Focus: LGBTQ &amp; LGBTQIA+ Small Business Owners<\/li>\n<li>Charitable Giving<\/li>\n<li>Financial Planning for College<\/li>\n<li>Determining Your True Cash Value<\/li>\n<\/ul>\n<p>To learn more about Vestra Financial Partners&#8217; comprehensive services, visit vestrafinancial.com or email vestra@janney.com. Stay informed about the industry landscape by subscribing to Vestra&#8217;s monthly newsletter.<\/p>\n<p><u>About Vestra Financial Partners of Janey Montgomery Scott LLC:<\/u><\/p>\n<p>Vestra Financial Partners is a cohesive, seamlessly integrated team of professionals with an innate commitment to serving at the highest level. Clients benefit from their vast collective experience, knowledge, insights, and multigenerational makeup and perspectives. This all-women team leads with compassion and genuine caring, always driven by what&#8217;s in the client&#8217;s best interest. With Vestra, it&#8217;s about more than investing; it&#8217;s about connecting your life and your finances.\u00a0 The Bethlehem Office is located at 81 Highland Avenue, Suite 100, Bethlehem, PA 18017; the Newtown\/Yardley Office is located at 1010 Stony Hill Road, Suite 300, Yardley, PA 19067 and the St. Petersburg Office is located at 333 3<sup>rd<\/sup> Avenue North, Suite 300A, St. Petersburg, FL 33701<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Left to right): Julie Dellisant-Flugel, CFP\u00ae, CDFA\u2122, M. Amy Villani, M. Bernadette Holland, CFP\u00ae and Lorrie Garber Riggs, RIS\u00a0 (image provided by): Vestra Financial Partners [August 29, 2023, LEHIGH VALLEY &hellip; <a href=\"https:\/\/www.thevalleyledger.com\/?p=121963\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Vestra Financial Partners Named &#8220;Best-in-State&#8221; and &#8220;Top Women Wealth Advisor&#8221; by Forbes; Celebrates National Life Insurance Month in September<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":121964,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false},"version":2}},"categories":[69],"tags":[],"class_list":["post-121963","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-in-the-valley"],"jetpack_publicize_connections":[],"acf":[],"jetpack_featured_media_url":"https:\/\/www.thevalleyledger.com\/wp-content\/uploads\/2023\/08\/Vestra-Financial-Partners.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=\/wp\/v2\/posts\/121963"}],"collection":[{"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=121963"}],"version-history":[{"count":0,"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=\/wp\/v2\/posts\/121963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=\/wp\/v2\/media\/121964"}],"wp:attachment":[{"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=121963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=121963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.thevalleyledger.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=121963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}