Vision Financial Group offers holistic financial planning and insurance solutions for individuals, families, and businesses.

Insurance

Vision Financial Group

Vision Financial Group's headquarters in Buffalo, NY, United States

Joseph L. Dileo

Kristina Watkins

Tony Pagano

Hiedi Chinelly

Rachel Thames

James Lloyd

Kevin Mcloud

John Foster

Tera Dileo

Tim Keller

Jim Ginnane

Jim Ferrari

Geoff Mcdermid

Don Karlik

Dan Rudd

Anthony Pagano

The Financial Advisory Team at Vision Financial Group provides comprehensive financial planning and investment strategies tailored to meet the unique goals of individuals, families, and businesses. This diverse team of specialists, including Certified Financial Planners, investment advisors, and insurance experts, collaborates to deliver personalized solutions encompassing retirement planning, risk management, and wealth accumulation, ensuring clients achieve long-term financial success.

Financial Advisory Team

The Finance Team at Vision Financial Group is responsible for overseeing the organization's financial health by managing budgets, forecasting financial performance, and ensuring compliance with regulations. They analyze financial data to support strategic decision-making and collaborate with other teams to deliver tailored financial solutions that align with the company’s holistic approach to client service.

Finance Team

The Leadership Team at Vision Financial Group is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments, and fostering a culture of collaboration and innovation. They oversee key financial and operational initiatives, drive business development efforts, and ensure that the organization remains committed to delivering holistic financial planning and insurance solutions to clients.

Leadership Team

The Operations Team at Vision Financial Group is responsible for streamlining and enhancing the company's internal processes to ensure efficient service delivery. This team oversees onboarding and licensing, coordinates regional operations across New York, and integrates technology solutions to support the firm's holistic financial planning and insurance offerings. Their goal is to optimize workflows and improve client experiences while maintaining regulatory compliance and operational excellence.

Operations Team

The Risk Management Team at Vision Financial Group is responsible for identifying, evaluating, and mitigating financial risks associated with clients' investments and insurance needs. Led by the Head of Risk, the team collaborates closely to ensure compliance with industry regulations while providing tailored strategies to protect clients' financial assets and enhance overall portfolio security. Their expertise supports both individuals and businesses in navigating uncertainties effectively.

Risk Management Team

The Human Resources Team at Vision Financial Group is dedicated to attracting, developing, and retaining top talent while fostering a positive and inclusive workplace culture. They oversee recruitment strategies, employee engagement initiatives, and ensure compliance with labor laws, all aimed at creating an environment where employees thrive and contribute to the company's holistic financial planning mission.

Vision Financial Group

Org chart

Teams

Financial Advisory Team

Finance Team

Leadership Team

Operations Team

Risk Management Team

Human Resources Team

Offices

Vision Financial Group

Org chart

Teams

Financial Advisory Team

Finance Team

Leadership Team

Operations Team

Risk Management Team

Human Resources Team

Offices

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