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.
Anthony J. Sgroi
Financial Services Professiona...
Brady M. Haupt
Financial Services Professiona...
David Levine
Disability & LTC Specialist
Derek Szczupakowski
Investment Specialist
Eric Rogers
Financial Planner
Gino Callisto
Investment Specialist
Marikay Flemming
Life Insurance Specialist
Mark Daviau Cfp® Chf...
Certified Financial Planner™ P...
Raymond Pavicich
Financial Planning Specialist
Terry Sprow
Investment Specialist
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