Vision Financial Planning & Asset Management, LLC
Financial Services - , New York, United States
Vision Financial Planning & Asset Management, LLC Employees
Vision Financial Planning & Asset Management, LLC Details
Vision Financial Planning & Asset Management, LLC was founded by Arthur Dolega, CFP® in August of 2004. The founder had been active in financial planning and investment industry since 1998. Here at Vision Financial, our team works to manage your wealth and help you leave a legacy for future generations.Key Services:- Portfolio Management- Investment Planning- Financial Reporting- Holistic & Focused PlanningToday, the firm operates from our Wall Street location, directly across from the New York Stock Exchange. Our growth isn't a function of coincidence — it's a product of the hard work, professionalism, and dedication to going beyond meeting client expectations to delivering extraordinary value. Whether we're helping you with retirement needs and issues, or finding ways to grow and protect your assets, we do the work and let you live your life.We specialize in retirement planning for business owners and individuals, but our clients come from all areas of life. Because we strive to consistently provide high quality of services and in fairness to other clients we maintain a relationship minimum of $500,000. Please call to schedule a no obligation meeting.Securities and investment advisory services offered through NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC. Vision Financial Planning & Asset Management, LLC is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Posts on this site may not reflect the views or opinions of NEXT. www.myvisionfinancial.com.
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