Vision Financial Group

Vision Financial Group Financial planning, investment management, tax and estate planning strategies. Financial Planning, Investment Management, Tax and Estate Planning Strategies.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Vision Financial Group are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party conten

t. We make no representation as to the completeness or accuracy of information provided at these websites.

EXCITING NEWS!Stemming from a long-standing partnership rooted in shared values and aligned service approaches... Vision...
01/08/2025

EXCITING NEWS!

Stemming from a long-standing partnership rooted in shared values and aligned service approaches... Vision Financial Group, Business & Financial Strategies and Clevenger Financial are now FINANCIAL INTEGRATORS.

The new name captures what sets us apart —
the integration of comprehensive financial services to create meaningful client value.

Please take a moment to follow us on our new page: Financial Integrators.

Reminder, our office is closed on Wednesday, January 1st. We will resume regular business hours on Thursday, January 2nd...
01/01/2025

Reminder, our office is closed on Wednesday, January 1st. We will resume regular business hours on Thursday, January 2nd.

Reminder, our office is closed on Wednesday, December 25th. We will resume regular business hours on Thursday, December ...
12/25/2024

Reminder, our office is closed on Wednesday, December 25th. We will resume regular business hours on Thursday, December 26th.

December Work Anniversaries!!We’re thrilled to celebrate our team members marking work anniversaries this month. Cheers ...
12/01/2024

December Work Anniversaries!!

We’re thrilled to celebrate our team members marking work anniversaries this month. Cheers to you and to more achievements ahead!

Reminder, our office is closed on Thursday, November 28th. We will resume regular business hours on Friday, November 29t...
11/28/2024

Reminder, our office is closed on Thursday, November 28th. We will resume regular business hours on Friday, November 29th.

11/21/2024
VFG welcomes Kyle to the Vision Financial team! He is joining Vision Financial as a Tax Preparer.
11/13/2024

VFG welcomes Kyle to the Vision Financial team! He is joining Vision Financial as a Tax Preparer.

VFG welcomes Sonali to the Vision Financial team! She is joining Vision Financial as an Operations Associate.
11/06/2024

VFG welcomes Sonali to the Vision Financial team! She is joining Vision Financial as an Operations Associate.

November Work Anniversaries!!We’re thrilled to celebrate our team members marking work anniversaries this month. Cheers ...
11/01/2024

November Work Anniversaries!!

We’re thrilled to celebrate our team members marking work anniversaries this month. Cheers to you and to more achievements ahead!

VFG welcomes Crystal to the Vision Financial team! She is joining Vision Financial as a Tax Preparer.
10/23/2024

VFG welcomes Crystal to the Vision Financial team! She is joining Vision Financial as a Tax Preparer.

VFG welcomes Kay to the Vision Financial team! She is joining Vision Financial as the Director of SME Services.
10/19/2024

VFG welcomes Kay to the Vision Financial team! She is joining Vision Financial as the Director of SME Services.

Welcome aboard, Allyson and Justice, to our fall internship program! We are excited to have you join our team. We're als...
10/16/2024

Welcome aboard, Allyson and Justice, to our fall internship program! We are excited to have you join our team. We're also thrilled to welcome back Sara, Kyle, Matthew, Karrigan, and Kyle, who are returning for another round of learning and collaboration.

Address

4140 Grand Avenue
Des Moines, IA
50312

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15154532222

Website

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