Broker Check

Planning for retirement can be overwhelming. We get it. At Vista Financial Group, we work with you step-by-step to determine your goals so finding a path to reach them is simple and comfortable.

Our Firm

Our Firm

We are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We chart your path by assessing a range of investment and financial services. 

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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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