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Partners

Vision Financial Group has forged the following strategic partnerships to allow our clients to reap the benefits of having a wide array of service providers at their disposal. These firms share our business ideologies including customer loyalty, professionalism and courtesy. The firms pride themselves on making every effort to insure 100% customer satisfaction as they know their clients expect nothing less. Their goal is to provide for the growth & prosperity of their clients.
  • Pension and 401k plans
    Rich Nathanson – Creative Pension

  • Attorney 
    Eric Melzer - Greenbaum, Rowe, Smith

  • Banker for your Business –
    Anthony DeMattia - Signature Bank

  • Health Insurance Partner –
    Jerel Levenson - CG Benefits  Group

  • Property and Casualty –
    Allan Levenson – Technology Insurance Associates LLC

  • Auto Insurance 

  • Mortgage Broker 
    Jeremy Goldzal -  Capital in the City And Joe Pisa - NorthStar Funding

  • Real Estate Attorney
    Jeffrey Lehman - The Lehman Law Firm

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