Vista Finance, LLC

Financial Services - , ,

Vista Finance, LLC Employees
Lincoln Sorensen

Family Wealth Advisor & Director of Investment Strategy

Contact Lincoln Sorensen

Brian Landzaat

Director of Client Experience

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Brendan McNab

Client Services Manager

Contact Brendan McNab

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Vista Finance, LLC Details

At Vista our team provides Total Personal Balance Sheet Management and Guidance. We help successful individuals and their families gain clarity in where things are today, help determine where they want to be tomorrow, and partner with them on a path forward to achieve their aspirational goals.

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Employees: 4
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