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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.

CommunityNews
February 28, 2023

Black History Month Celebration by Priscilla Parker

Our own Priscilla Parker hosted and organized our first-ever Black History Month Lunch and Learn in Rochester today. My inspiration for wanting to have a Black History Month Celebration is…
Community
February 10, 2023

Message From Jamar Clarke

  Who inspired you?  Two local friends and mentors by the name of Marc Jones and Melanie Littlejohn What impact did that have on you back then? Marc and I have…
Community
October 14, 2022

Vision Financial Group Brings Light to The Darkness of Cancer

The Leukemia and Lymphoma Society is a foundation that is near and dear to Vision Financial Group. Joe DiLeo’s wife Rosemary was diagnosed in 2019 with Acute Lymphoblastic Leukemia. In…