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Our Services

At Vista Financial Group, our advisors are here to help you with all of your financial and investment needs. We take pride in not only helping our clients with their investment and retirement needs, but also providing for their legacy and health needs. We provide professional assistance in the following areas:


  • Alternative Investments
  • Bonds
  • ETF's
  • Fee-Based Managed Account
  • Government Securities
  • Mutual Funds
  • Stocks
  • Variable Annuities

Financial Planning

  • Educational Planning
  • Rollover IRA
  • Roth IRA
  • Retirement Plans
  • Investment Plans
  • Estate Plans
  • Trust/Will Review
  • Gifting


  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities