Visionvest Financial Planning & Services

Arnold listened to my questions and objectives. We had a positive productive discussion of projections. He then provided several options that will suit my portfolio and plans at this time. He took the time to make sure I understood the options.

I've known Arnold for a long time and he is one smart guy! He is a great advisor and is very trust-worthy which is obviously necessary when needing advice for financial planning. He also offers help for taxes and insurance needs. I highly recommend him and his team for your needs.

Arnold has been our financial advisor since 1998. We appreciate that he is always straightforward and honest and treats our money as carefully as if it was his own. No matter how big or small your investment portfolio is, Arnold will treat you like his most important client. Everyone in the office is enjoyable to work with and quick to respond when you need them.

After years of having Visionvest manage our retirement funds prior to and during our retirement, it has proven to be our best investment decision. The markets have been up and down and yet we can sleep at night knowing we will have the funds we need as time moves on. Arnold and his Team are excellent communicators with professional interpersonal skills and customer service. They listen to us, respond promptly and fit in our schedule; we don’t have to fit in theirs.

We have worked with Arnold since 2009. I love how he can be trusted to manage our financial future. His ethical and conservative growth approach helps us trust his recommendations. Even through dips in the market, we are farther ahead working with a professional financial planner than managing our own assets. Arnold is a master at understanding how to maximize tax benefits around Charitable giving and RESP investments.