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
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Vision Retirement

Vision Retirement is an independent Registered Investment Advisor (RIA) that offers a variety of retirement planning services, including financial planning, investment management, and tax preparation. The firm aims to help individuals and families feel more confident about their financial futures, build long-term wealth, and enjoy a comfortable retirement. With a fiduciary standard of care, Vision Retirement provides personalized advice tailored to clients' needs without the influence of high commissions. They serve clients across New Jersey, New York, and the United States, offering a free consultation to assess their financial needs.Explore more
Vision Retirement's Social MediaPopular SearchesVision Retirement LLCVision RetirementVisionretirementSIC Code 62,628NAICS Code 52,523Show more

Vision Retirement Org Chart

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Chief Operating Officer

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Financial Advisor & Director, Client Experien...

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Director, Accounting & Operations

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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
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vision Retirement Tech Stack

Vision Retirement News & Media

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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: Focus Financial Network, Copper Canyon Wealth Management, Horizons Wealth Management, BeamaLife
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) that offers a variety of retirement planning services, including financial planning, investment management, and tax preparation. The firm aims to help individuals and families feel more confident about their financial futures, build long-term wealth, and enjoy a comfortable ret... irement. With a fiduciary standard of care, Vision Retirement provides personalized advice tailored to clients' needs without the influence of high commissions. They serve clients across New Jersey, New York, and the United States, offering a free consultation to assess their financial needs.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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