Tim is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., and Registered Representative with Valley National Investments, Inc. He is also a Licensed Insurance Agent in Pennsylvania, New Jersey and Florida. Tim loves working with people, and adding value to their lives. “I am open and honest about what you need,” says Tim. “I want to find out what’s going on and how we can get you in a better position.” Tim assists clients with comprehensive financial planning, including retirement plans, investment management, risk management, and tax planning and return preparation. He believes that working with individuals and families on

Timothy Roof
Vice President
Valley National Financial Advisors
United States, Pennsylvania, Bethlehem
About Me
Profile Information
Vice President
Valley National Financial Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Bethlehem
Pennsylvania
United States
Aug 1, 2024
More profiles to browse
JG
Jessica Goedtel
Assistant Vice President
Laurie Siebert
Senior Vice President
JG
Joseph Goldfeder
Vice President
Michael Ippoliti
Vice President, Financial Advisor, Wealth Manager and Financial Planner
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management