Vision Financial group partners

Vision Financial Group has forged the following strategic partnerships to allow Vision Financial Group clients to reap the benefits of having a 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

  • Banker for your business –
    Various bankers for your specific business

  • Health Insurance Partner –
    Jerel Levenson - CG Benefits  Group

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

  • Mortgage Broker
    Bruce Krug -  Integrity Funding, Inc.

  • Real Estate Attorney
    Gary Mason – Klafter & Mason, LLC