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Our firm is focused on listening to your needs and crafting a financial solution that helps you reach your goals. Your future is our focus and our financial professionals are here to help you reach your financial goals, whatever they may be.
Book a Consultation
With more than 250 financial professionals across Western, Central, and Upstate New York, Vision Financial Group is here to help you create a dynamic financial plan that supports your dreams today, tomorrow, and well into the future.
Flexible Financial Solutions
We’re proud to offer a wide variety of products and services to our clients, including retirement planning, investment management, and life insurance that we use in unison to fit your life, your goals, your family and your future.
Financial Planning
Build a plan that ensures every aspect of your finances works together toward your goals.
Individual Retirement Accounts (IRAs)
Reach your retirement goals with a savings account outside of any company-sponsored plan.
Annuities
Prepare for retirement with a tax-deferred investment that provides predictable income.
Investing
Navigate the complexities of today’s financial markets with our investment professionals.
Life Insurance
Provide for your loved ones after your death with term and permanent life insurance.
Disability Income Insurance
Protect your family and finances from a loss of income due to a sickness or injury.
Trust Services*
Transfer your wealth to individuals or organizations you care about with a customized plan.
Book a Consultation
Discover how working with a financial professional can help you reach your goals and protect your loved ones.
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*Trusted services are offered though The MassMutual Trust Company, FSB is a federal savings bank and is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.
