Vision Wealth Advisors

Finance · Pennsylvania, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

57 Reitz Blvd Ste 200, Lewisburg, Pennsy...

Phone Number

(570) 524-0120

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Vision Wealth Advisors

Vision Wealth Advisors is a Certified Financial Planner based in Lewisburg, PA, specializing in fiduciary retirement, tax, and investment planning services. The firm aims to assist clients, particularly Pennsylvania State Employees, in navigating their financial futures with tailored advice and comprehensive planning. They focus on alleviating the stress of financial management, allowing clients to enjoy their lives while ensuring their financial goals are met. With over 12 years of experience, founder Justin Buttrick emphasizes personalized attention and aligning clients' values with their financial strategies.Explore more
Vision Wealth Advisors's Social MediaPopular SearchesVision Wealth AdvisorsVisionwealthadvisor ComVision Wealth Advisors LLCbuttrickJustinVision Wealth Advisors - LLCSIC Code 62,628NAICS Code 52,523Show more

Vision Wealth Advisors Org Chart

PhoneEmail
Justin Buttrick, Founder & President at Vision Wealth Advisors
United States flag for contact location.

Founder & President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Vision Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Vision Wealth Advisors

Compare insights from companies similar to Vision Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vision Wealth Advisors

<$5M
1-10
Private
-
2011
Justin Buttrick, Founder & President at Vision Wealth Advisors
Justin ButtrickFounder & President
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vision Wealth Advisors Tech Stack

A closer look at the technologies used by Vision Wealth Advisors

Vision Wealth Advisors News & Media

  • Concurrent Supports Launch of Columbia-Based Vision Wealth Advisors

    COLUMBIA, S.C. & TAMPA, Fla.--(BUSINESS WIRE)--To give their clients in the Columbia community a higher caliber of independent financial advice, a team of four financial professionals broke away from the wirehouse channel to found Vision Wealth Advisors, simultaneously joining Concurrent and Raymond James. Mark P. Sullivan, Michael L. Schulz, E. Steelman Ketchum, and C. Shawn Roberts, who managed a collective $630 million in client assets, worked together for nearly 20 years in the wirehouse wo
Read more news

Top Finance Companies

Frequently Asked Questions Regarding Vision Wealth Advisors

What is Vision Wealth Advisors's official website?
Vision Wealth Advisors's official website is www.visionwealthadvisor.com
What is Vision Wealth Advisors's Revenue?
Vision Wealth Advisors's revenue is <$5 Million
What is Vision Wealth Advisors's SIC code?
Vision Wealth Advisors's SIC: 62,628
What is Vision Wealth Advisors's NAICS code?
Vision Wealth Advisors's NAICS: 52,523
How many employees does Vision Wealth Advisors have?
Vision Wealth Advisors has 1-10 employees
What industry does Vision Wealth Advisors belong to?
Vision Wealth Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Vision Wealth Advisors competition?
Vision Wealth Advisors top competitors include: Casco Bay Wealth Advisors, Stratos Wealth Advisors, VISTA Wealth Strategies, Handford Financial Strategies
What technology does Vision Wealth Advisors use?
Some of the popular technologies that Vision Wealth Advisors uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, MailChimp
How do I contact Vision Wealth Advisors?
Vision Wealth Advisors contact info: Phone number: (570) 524-0120 Website: www.visionwealthadvisor.com
What does Vision Wealth Advisors do?

Vision Wealth Advisors is a Certified Financial Planner based in Lewisburg, PA, specializing in fiduciary retirement, tax, and investment planning services. The firm aims to assist clients, particularly Pennsylvania State Employees, in navigating their financial futures with tailored advice and comprehensive planning. They focus on alleviating the... stress of financial management, allowing clients to enjoy their lives while ensuring their financial goals are met. With over 12 years of experience, founder Justin Buttrick emphasizes personalized attention and aligning clients' values with their financial strategies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.