Our Company

LIVE YOUR DREAMS!

At Vista Financial Group, we understand that your financial planning needs are unique – your circumstances, objectives and goals are unlike anyone else. You need an advisor that puts your interests first: an advisor with experience and objective financial advice.

Whether you are just starting out, are in the midst of your career and life, or are transitioning into retirement we will help you to create a plan that is appropriate for you and your lifestyle.

LPL Financial Advisor at Vista Financial Group have been working with investors for over 25 years. We strive to help educate, inform, and empower our clients to make responsible choices regarding their financial future. Our clients rely on our guidance and trust to help them “Live their Dreams” now and in the future.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only is our team knowledgeable, but our advisors and staff truly care about helping clients pursue financial objectives and goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplines approach to a confident financial future.

Our Principle

Vista Financial Group is based on the principle that education and understanding of one’s current financial situation is vital to successfully making prudent decisions concerning their future financial condition.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

-Enabling technology
-Comprehensive clearing and compliance services
-Practice management programs and training
-Independent research

The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best – create the personal, long-term relationships that are the foundation for turning life’s aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.