Over the past six years, I have been consistently impressed with the service provided by the Valley Wealth family. When I retired a few years ago, I conducted thorough research to identify a financial advisor who could guide me in structuring my financial growth and building generational wealth. Tim’s unwavering fiduciary principles and mindset have impressed me year after year. The personal touch and engagement, when appropriate, are invaluable and enhance the client service experience. I can always rely on a prompt response to any inquiries or requests I may have."

– Madeline P.

For over eight years, Tim has been an invaluable resource, providing comprehensive wealth management consultations. His expertise extends across multiple areas, including tax planning, long-term care strategies, and legacy planning. Throughout the years, Tim has skillfully managed our portfolio, helping us navigate significant life transitions with confidence. His patience, clear explanations, and thoughtful approach have empowered my wife and me to make informed financial decisions that align with our long-term goals. Beyond Tim’s individual expertise, our experience with the entire Valley Wealth team has been exceptional. Their professionalism, courtesy, and commitment to client service create a consistently positive experience. The team is always readily available to provide assistance, ensuring smooth, predictable transactions with timely updates at every step of the process."

– John & Susan P.

I have had the pleasure of working with Tim Ha and Valley Wealth Group for over five years. His expertise and dedication have greatly influenced my financial journey. Tim’s extensive knowledge and sharp financial expertise provided guidance and a sense of security. Tim makes complex financial matters seem simple and manageable. He takes the time to understand my goals, explains options clearly, and always ensures I feel comfortable and informed in every decision. His commitment to client service is unparalleled—he is responsive, courteous, and genuinely invested in my financial success. Working with Tim and Valley Wealth Group has been an outstanding experience, and I highly recommend them to anyone seeking an advisor who prioritizes their clients' best interests."

– Craig A.

I have worked with Andrew for eleven years now although I have known him for much longer. The eleven years since I retired have been so much easier and less stressful due to Andrew. I know without a doubt he is checking my and my wife’s retirement account constantly. The continuing relationship speaks of the trust and reliability of our friendship. There is no way that I would consider trying to accomplish what Andrew has done for us. Andrew keeps his hands on the pulse of not only our finances but the entire economy in general. We have found all the people at Valley Wealth to be of the highest standard of trust and dependability. The entire “Group” is willing to help in anything we have needed and are quick to respond when we need answers. It is also great to do business with people who believe in giving back to the community they serve. I feel like the choice I have made with Andrew and Valley Wealth has been one of the best decisions I’ve made."

– Paul C.

My wife, Marty first worked with Jaret on the distribution of her parents’ estate over 13 years ago. Since that time, Marty has worked with Jaret herself. When my mother passed, I needed advice on handling some of the assets, so I began working with Jaret too. Since we aren’t local to Roanoke, Jaret went out of his way to arrange a convenient meeting location when needed. He is down to earth and explains things patiently, promptly, and clearly, which engenders trust. When we have questions either he or his staff readily respond to our inquiries."

– John B.

We are incredibly grateful to have Jaret as our financial adviser. From the very beginning, he took the time to understand our unique saving philosophy and our basic understanding of financial matters. His personalized approach and clear communication have made us feel confident and secure in our financial decisions. Jaret has consistently provided us with insightful advice that aligns perfectly with our goals and values. He has a remarkable ability to explain complex financial concepts in a way that is easy to understand, ensuring we are always well-informed and comfortable with our choices. We highly recommend Jaret to anyone seeking a knowledgeable and empathetic financial adviser who truly cares about their clients’ success."

– Regina M.

We trust Jaret and his team to do what's best for us. They've always been professional while also being very approachable."

-Mary & Michael T.