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Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Visionvest Financial Planning & Services
Reviews
Jo B (05/20/2020)
My previous advisor retired and I was introduced to Arnold. I feel very fortunate he took me on as a client.nArnold is knowledgeable, gives clear explanations and is very patient. I come away from our regular meetings with more insight and understanding. I receive updates and phone calls between in-office meetings. Whenever I call with a question Arnold is available or returns my call within a day.nI trust Arnold because he is honest. I know he is trying to do the best for me and I am sure for his other clients.
Moi Mid (08/04/2020)
Arnold has looked after our finances for many years, but lately he has been doing even more; he is healing my mind. It is very easy in this time of a virus changing our world and way of life, to feel anxious/depressed/confused and wish for the good old days of last year. In Arnold’s recent email, every one of the readings he sent had spirit-lifting thoughts and suggestions for focusing on positive, hopeful ideas. That is the kind of thing that is helpful, rather than the bad news that newscasters focus on. Now if we could just get him a job as a newscaster and listen to him every night at six, rather than the negativity! He has always been about hope and positivity -- always good things.nThanks for re-establishing my optimism Arnold! You are doing much more for people than just looking after portfolios! Thank you for caring.
The Great Gazoo (11/05/2020)
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.
Dawn H (10/30/2020)
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.
Ron Kubara (10/01/2020)
After years of having Visionvest manage our retirement funds prior to and during our retirement, it has proven to be our best investment decision.nnThe 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.nnArnold 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.
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