Vision Financial Management
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
122 Broad Blvd, Cuyahoga Falls, Ohio, 44...Phone Number
(330) 929-9900Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Vision Financial Management
Vision Financial Management was founded in 2004 by Rob Winston, CFP® after spending six years with a large financial planning firm in Cleveland. Limited savings and investment strategies at the large financial firm motivated him to search for other alternatives. Rob then affiliated with LPL Financial in December 2004. LPL is the largest independent firm in the country with access to 95% of all available investment or savings strategies. Rob's assistant is Jerri Weaver who has been in the financial planning business for over 25 years and has been part of the firm since inception.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2009
RC
Rebecca CarneyAdministrative Associate and Assistant, Client Services Manager
Company Profile Activity
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Vision Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Vision Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vision Financial Management.
Vision Financial Management Tech Stack
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Frequently Asked Questions Regarding Vision Financial Management
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Vision Financial Management was founded in 2004 by Rob Winston, CFP® after spending six years with a large financial planning firm in Cleveland. Limited savings and investment strategies at the large financial firm motivated him to search for other alternatives. Rob then affiliated with LPL Financial in December 2004. LPL is the largest independent... Read More
