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Your Future.
Our Focus.

No matter where you are on your financial journey, Vision Financial Group’s experienced financial professionals are here to help you reach your goals.

How We HelpWho We Are
Couple smile at one another while holding young child in image shaped like the Vision Financial Group logo

With more than 250 financial professionals across Western, Central, and Upstate New York, there is a financial representative in your community ready to join you on your financial journey.

We want to learn more about your vision for the future so we can make it our focus. Together, we’ll create a dynamic financial plan that supports your dreams today, tomorrow, and well into the future.

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Reach Your Goals

with Vision Financial Group

Finances are complex; planning for the future means balancing risk and opportunity in a way that suits your unique situation.

At Vision Financial Group, taking the right steps toward financial success is easier than ever before. You’ll find a team of financial professionals with years of industry experience and access to a network of resources ready to help you navigate your financial future.

Planning for Individuals and Families
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Planning for Business
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Get to Know Us

A financial planning firm unlike any other

Vision Financial Group was a natural coming together of two storied firms with the same goal in mind, to offer a best-of-breed destination to both our clients and associates. With the incredible support ecosystem in place, we are well-equipped to make your future, our focus.

Joe DiLeo, CEO & Sam Terrazzino, President

Serving Our Community

Making a difference in our community

To build long-lasting relationships with our clients, we must serve the communities in which they live and work.