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 – Northeast Professional Planning
Eric Melzer - Berkowitz, Lichstein
Anthony DeMattia - Signature Bank
Health Insurance Partner
William Grundig - Dynasty Advisors
William Grundig - Dynasty Advisors and Jon Massey - Axa