Tim has been my financial advisor for almost four years. He stays up to date on the ever-changing financial markets, and his approach is low-key with no pressure. He takes the time to explain the available options and has a sincere concern for helping us work toward achieving our financial goals in an effort to position our assets for our family's future. We are pleased with Tim, and we couldn't be happier!"

– Chris & Beth W.

I began working with Andrew over 20 years ago prior to Valley Wealth. My mother had recently relocated to Roanoke and needed financial services. Several years later when Valley Wealth Group was founded, I moved both my mother's finances and my own to Andrew. Financial advising is all about the trust that is built between the advisor and the client. Andrew has always displayed great financial knowledge while also being very transparent. The trust that we have built over the years was strong enough to recommend Andrew's services to my daughter. My daughter has since begun a college fund for my grandsons. Four generations of financial advising is a testament to my confidence in Andrew's financial expertise."

– Rick P.

Speaking as retired business owners who started from humble beginnings, Phyllis and I have had the pleasure of working with Jaret for many years. When we were planning our retirement in 2015, we set up an appointment with Jaret to discuss our options. Jaret reviewed our assets, listened to our goals, and designed our retirement plan. With my previous experience with advisors from other firms, I was a little skeptical at first, given the investment environment at the time. Jaret listened to me downgrade the system and then, with wit, said to me, "Steve, you've got to believe in something." That made me consider his perspective, and I have never questioned him again! We are pleased to say it was the right decision for us, and for the past ten years, he has managed our retirement needs with expertise and professionalism. Jaret is a down-to-earth professional who is easy to get to know, but most importantly, he is very focused and committed to the task at hand. He is, by far, the best advisor I've ever worked with, and he has surrounded himself with employees and advisors who are committed to his vision for success. Finally, in sharing the confidence we have in Jaret and Valley Wealth Group as a whole, both our daughters and our grandson have entrusted their assets with Jaret and Valley Wealth Group. We have never hesitated to recommend him to anyone who has asked us for a recommendation."

– Stephen & Phyllis H.

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.