Awards
AdvisorHub 100 Women To Watch
Lorrie Riggs named as a 2024 AdvisorHub 100 Women To Watch
Forbes 2024 Best-In-State Wealth Advisor
Amy Villani Named a Forbes Best-In-State Wealth Advisor for 2024
Forbes 2024 Best-In-State Top Wealth Women List
Lorrie Riggs and Amy Villani Named to Forbes 2024 Best-in-State Top Wealth Women Advisor List
Our Team
With Vestra Financial Partners, you get a cohesive, seamlessly integrated team of professionals with an innate commitment to serving at the highest level. Our clients benefit from our vast collective experience, knowledge and insights, and our multigenerational makeup and perspectives. Our all-women team leads with compassion and genuine caring – always driven by what’s in our clients’ best interest. We take a personalized, comprehensive approach by thoroughly evaluating your complete financial profile and goals and thoughtfully crafting a sound, customized strategy and solid plan for achieving those goals. Our approach considers not only our client, but generations to come, and how best to plan for a secure and comfortable retirement, as well as funding the needs of future generations. Our clients look to us as a trusted go-to confidante for anything affecting their finances – from investing to divorce to home buying. We are deeply dedicated to delivering on our promise of insightful planning and inspired outcomes for each client every day through the highest ethical standards, honest, open communication, and complete transparency in all aspects of conducting business.
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Lorrie Garber Riggs
First Vice President / Wealth Management, Financial Advisor
M. Bernadette Holland, CFP®
Senior Vice President / Wealth Management, Financial Advisor
Julie Dellisant-Flugel, CFP® ,CDFA™
Financial Advisor
M. Amy Villani
First Vice President / Wealth Management, Financial Advisor
Ann Marie Slavick
Senior Registered Private Client Associate
Tammy A. Doan
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women's Resource Center
Are you a woman who may need financial planning or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement? Are you single and planning for your future?
Social Security Resources
Millions of baby boomers are set to retire in the next 20 years, and most will rely on Social Security as an important source of retirement income. As they approach retirement, Americans want to understand how Social Security works. How much will they receive from Social Security? When should they begin receiving retirement benefits? What challenges is the Social Security system facing? These are some of the topics that our Social Security Resource Center explores.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Article and Video Library
Will you have enough income in retirement?
Lorrie Garber Riggs: Retirement Income Specialist
Facing a divorce? You don't have to face it alone.
Julie Dellisant-Flugel: Certified Divorce Financial Analyst
Women and Financial Success- video
Women and the Path to Financial Success
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Address:
Phone:
Email:
Bethlehem Office
Phone:
610.861.8419
Email:
vestra@janney.com
St. Petersburg Office
Phone:
727.214.2490
Email:
jflugel@janney.com
Newtown/Yardley Office
Phone:
267-685-4208
Email:
lriggs@Janney.com
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.