Broker Check

Our Firm

Who We Are

Vista Financial Group, Inc. is an independent financial services firm, founded by Thomas J. Colbert in 1997 with the mission of helping clients work towards their long-term financial objectives, security, and manage risk. Our goal is to help our clients build wealth and work towards financial confidence.

Client Centered

We offer a wide range of financial products and services to individuals and business owners that includes:

  • Financial Planning

  • Life Insurance

  • Disability Insurance

  • Long-Term Care Insurance

  • Multiple Investment Products

Thomas J. Colbert

President, Registered Principal

774-551-0013 Ex.101

thomas.colbert@ceterawealth.com

Thomas J. Colbert, CLU, ChFC is the founder and president of Vista Financial Group, Inc. Thomas is a 1983 graduate of the College of the Holy Cross in Worcester, Massachusetts. He has over 35 years of experience in the insurance and financial services industry. As an OSJ (Office of Supervisory Jurisdiction) for Cetera Advisor Networks LLC, he assists other financial advisors in meeting their compliance requirements and building successful practices. He is also a past-president of the Boston Society of Financial Service Professionals.

Suggested Content

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.
Learn More
Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
Learn More
A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn More