Vision Financial Services LLC Wealth Management

CONNECT

Address:

P.O.Box 15
Grafton, WI 53024

Phone:

262-375-8371,Toll Free: 866-966-PLAN

Fax/Other:

262-377-2848

Our Firm

We are a Wealth Management and Business Consulting Firm with over 29 years of Financial Services experience with clients in 13 states. Founded in 2003 by Craig Gonn, President & CEO of the company.  Vision Financial Services LLC is a Registered Investment Advisory firm providing Managed Money programs to its clients on a fee-based principle.

Our unique Wealth Management style is customized to your specific needs whether you are an individual or a business owner.

Our goal is to offer various Wealth Management programs to our clients while providing unparalleled service. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading Money Managers and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Definition of 'Registered Investment Advisor - RIA'

An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. A Registered Investment Advisor is defined by The Investment Advisers Act of 1940 as a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications." An investment advisor has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the clients' best interests.

For a complete description in detail of all our services and fee's click on the link below:

VFS LLC Form ADV Part 2 A & B

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck