How Vision Can Help You
  " I'm a great believe in luck and I find the harder I work, the more I have of it. "  
  -Thomas Jefferson  
  " We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.  "  
  -Warren Buffet  

Success Begins With Vision Insurance & Financial Services, LLCVision Wealth Management, LLC can help you in many ways.  We want to do more than just plan your finances.  We strongly believe in educating and consulting with our clients.  We explain all the options available to our clients then assist them in making a prudent decision for their unique situation.  Our goal is to make our clients comfortable with the decisions being made.  When our clients leave the office, we want them to:

  • Know what they own
  • Know why they own it
  • Know how it will benefit them

By allowing our clients to actively participate in the decisions being made, we help them feel comfortable with our company and their investments and insurance.  Again, we give you the knowledge to build your confidence in where your investments and insurance are with the input from Vision Wealth Management, LLC.



210 Boston Post Road | Waterford, CT 06385 | 860.235.3145

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Securities offered through Parkland Securities, LLC. Member FINRA/SIPC.
Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
Vision Wealth Management, LLC. is independent of Parkland Securities, LLC. and Sigma Planning Corporation.

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