Awards
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
Forbes Best-In-State Team 2024
Vestra Financial Partners Named to Forbes Best in State Wealth Management Teams 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, RIS
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
Emily R. Fritz
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.
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
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.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
March 13, 2024
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
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.