Vision Financial Services

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

26 Princeton Dr, Syosset, New York, 1179...

Phone Number

(516) 417-5678

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Vision Financial Services

Vision Financial Planning assists individuals and business owners in achieving confidence in their financial future by managing wealth and facilitating legacy planning for future generations. The firm offers a variety of resources, including financial calculators, articles, and newsletters, to support clients in reaching their financial goals. Founded by Arthur Dolega, CFP, the company operates in New York and provides services through LPL Financial. Their target clients include individuals seeking financial guidance and business owners looking to secure their financial legacies.Explore more
Vision Financial Services's Social MediaPopular SearchesVision Financial Services IncVision Financial ServicesBroadridge Financial Solutions IncVision Financial Planning & Asset Management LLCBlooplapur RaviSIC Code 62,628NAICS Code 52,523Show more

Vision Financial Services Org Chart

PhoneEmail
KM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Financial Services

<$5M
1-10
Private
-
1999
KM
Kelley McGrath-WatersAdministrative Assistant
<$5M
1-10
Private
-
2007
JD
Jennifer DobbinsDirector, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
KS
Kathleen StonerAdministrative Assistant
<$5M
1-10
Private
-
1981
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Vision Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Vision Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Vision Financial Services.

Vision Financial Services Tech Stack

A closer look at the technologies used by Vision Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Vision Financial Services

What is Vision Financial Services's official website?
Vision Financial Services's official website is www.myvisionfinancial.com
What is Vision Financial Services's Revenue?
Vision Financial Services's revenue is <$5 Million
What is Vision Financial Services's SIC code?
Vision Financial Services's SIC: 62,628
What is Vision Financial Services's NAICS code?
Vision Financial Services's NAICS: 52,523
How many employees does Vision Financial Services have?
Vision Financial Services has 1-10 employees
What industry does Vision Financial Services belong to?
Vision Financial Services is in the industry of: Finance, Securities Trading
What is Vision Financial Services competition?
Vision Financial Services top competitors include: Corvus Capital, Carlozzi Financial Services, Finesco Associates, RAM Financial
What technology does Vision Financial Services use?
Some of the popular technologies that Vision Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Vision Financial Services?
Vision Financial Services contact info: Phone number: (516) 417-5678 Website: www.myvisionfinancial.com
What does Vision Financial Services do?

Vision Financial Planning assists individuals and business owners in achieving confidence in their financial future by managing wealth and facilitating legacy planning for future generations. The firm offers a variety of resources, including financial calculators, articles, and newsletters, to support clients in reaching their financial goals. Foun... ded by Arthur Dolega, CFP, the company operates in New York and provides services through LPL Financial. Their target clients include individuals seeking financial guidance and business owners looking to secure their financial legacies.Read More

What are Vision Financial Services social media links?
Vision Financial Services Linkedin page Vision Financial Services Facebook page
Is Vision Financial Services a public company?
Vision Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Vision Financial Services

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