Our Community

From our leadership to our financial planners to our support staff, serving the communities where our clients live, work, and play is deeply important to everyone at Vision Financial Group.

Person embraces individual with a disability in image shaped like the Vision Financial Group logo

We are active participants in local charitable organizations and civic events. We also work to support specific marginalized populations through both our financial planning solutions and community involvement.

Families with Members with Special Needs

Careful life planning is essential for all families. When a member of your family has special needs, planning for the future becomes even more crucial. The complexity and magnitude of this type of planning can be overwhelming. Every member of our SpecialCareSM team has first-hand experience with a family member with special needs, informing the financial strategies they build for their clients.

LGBTQ Individuals & Families

Traditional financial planning can feel exclusive. Vision Financial Group supports LGBTQ individuals, couples, and families with tailored financial strategies and services that help you meet financial milestones like getting married, purchasing a home, starting a family, saving for retirement, and supporting organizations you care about.

Impacting the Community

Here’s how Vision Financial Group’s people are working toward a brighter future for the communities where we and our clients live and work.

Vision Financial Group plays at BNSME Golf Outing to support Junior Achievement of WNYCommunity
June 23, 2022

Supporting Charity Golf Tournaments

We were honored to sponsor two charity golf tournaments, Buffalo Niagara Sales & Marketing Executives Golf Outing to support Junior Achievement of WNY and Kaely's Kindness Foundation. On Friday, June 10th, Cory Eberwein, Kyle Mattern,…