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Effective Date: 05/14/25

Vision Financial Group (“VFG,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information when you visit our website or engage with us online.

Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, mailing address, or other contact details you voluntarily submit via forms or email.

  • Technical Information: IP address, browser type, operating system, pages visited, and referral information automatically collected through cookies or similar technologies.

  • Usage Information: Data about your activity on our website, such as time spent on pages and interactions with forms or ads.

Use of Information

We may use the information we collect to:

  • Respond to your inquiries or requests

  • Provide and manage services

  • Improve website content and functionality

  • Customize your experience and deliver relevant content or advertisements

  • Comply with legal obligations

Use of Cookies and Tracking Technologies

We use cookies and similar tools to analyze website traffic, personalize content, and deliver targeted ads through platforms such as Google Ads, Facebook, and LinkedIn. These ads may be based on your interactions with our website and other online behavior. You can control or disable cookies in your browser settings.

Sharing of Information

We do not sell your personal information. We may share your information with:

  • Service providers assisting in website analytics, advertising, or communications

  • Regulatory authorities as required by law

  • Our affiliates or business partners in compliance with applicable laws and regulations

Security

We implement reasonable security measures to protect your information from unauthorized access, alteration, or disclosure. However, no data transmission or storage can be guaranteed to be 100% secure.

Your Choices

You may:

  • Opt out of marketing communications at any time by following the unsubscribe link in our emails.

  • Adjust your browser settings to manage cookie preferences.

  • Request access to or deletion of your personal information by contacting us directly.

Children’s Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect information from children.

Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these external sites.

Licensing and Regulatory Disclosure

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). 300 Corporate Parkway, Suite 216N Amherst, NY 14226 (716) 852-1321

Vision Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Updates to This Policy

We may update this Privacy Policy periodically. The effective date at the top reflects the most recent changes. We encourage you to review this policy regularly.

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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC., Member SIPC. 300 Corporate Pkwy Suite 216N Amherst, NY 14226, Phone: 716852-1321. Vision Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Check the background of your financial professional on FINRA’s Broker Check.

Privacy Policy

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