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Client Events

Our mission at Vista Financial group is to go beyond traditional services by keeping our clients informed about current events and the impact they have on their investments.  We accomplish this through educational seminars and emails so or clients can stay up to date on market issues in an interactive and personalized setting.  Check back for our fall events.


We are excited to announce that this year's Holiday Celebration in December will be held at Lon's at the Hermosa Inn.  This is our way of honoring our clients for their continued trust and support.  More details will go out to clients in the fall. 


Securities offered through LPL Financial – Member FINRA/SIPC – 1-783194

The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Stock and bond strategies involve risks including the loss of principal. Alternative investment strategies carry a higher degree of risk.