Vision Retirement

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

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Overview

Headquarters

216 E Ridgewood Ave Ste 2, Ridgewood, Ne...

Phone Number

(201) 447-2212

Revenue

<$5 Million

Industry

Finance Securities Trading

About Vision Retirement

Vision Retirement is an independent Registered Investment Advisor (RIA) based in Ridgewood, New Jersey, specializing in retirement planning and fiduciary investment management. The firm primarily serves pre-retirees, particularly those in the sandwich generation who are balancing the financial needs of aging parents and children while preparing for their own retirement. Clients receive personalized guidance from Certified Financial Planner (CFP) professionals, ensuring that their interests are prioritized without the influence of proprietary products. Vision Retirement offers a range of services, including one-time assessments and ongoing financial advice, with no asset minimums for initial consultations.Explore more
Vision Retirement's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Vision Retirement Org Chart

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Chief Operating Officer

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Director, Accounting & Operations

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Compare Similar Companies to Vision Retirement

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Retirement

<$5M
1-10
Private
-
2012
BS
Bill StavrosChief Operating Officer
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
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Vision Retirement Tech Stack

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Frequently Asked Questions Regarding Vision Retirement

What is Vision Retirement's official website?
Vision Retirement's official website is www.visionretirement.com
What is Vision Retirement's Revenue?
Vision Retirement's revenue is <$5 Million
What is Vision Retirement's SIC code?
Vision Retirement's SIC: 62,628
What is Vision Retirement's NAICS code?
Vision Retirement's NAICS: 52,523
How many employees does Vision Retirement have?
Vision Retirement has 1-10 employees
What industry does Vision Retirement belong to?
Vision Retirement is in the industry of: Finance, Securities Trading
What is Vision Retirement competition?
Vision Retirement top competitors include: Horizons Wealth Management, BeamaLife, Vertex Capital Advisors
What technology does Vision Retirement use?
Some of the popular technologies that Vision Retirement uses are: Google Universal Analytics, Squarespace Online Stores, Proofpoint, Visual Visitor
How do I contact Vision Retirement?
Vision Retirement contact info: Phone number: (201) 447-2212 Website: www.visionretirement.com
What does Vision Retirement do?

Vision Retirement is an independent Registered Investment Advisor (RIA) based in Ridgewood, New Jersey, specializing in retirement planning and fiduciary investment management. The firm primarily serves pre-retirees, particularly those in the sandwich generation who are balancing the financial needs of aging parents and children while preparing for... their own retirement. Clients receive personalized guidance from Certified Financial Planner (CFP) professionals, ensuring that their interests are prioritized without the influence of proprietary products. Vision Retirement offers a range of services, including one-time assessments and ongoing financial advice, with no asset minimums for initial consultations.Read More

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

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