Invest with Vision

I came to Arnold because I was unhappy with the attention I was getting from my previous advisor. He recommended to me some minor and some major changes which we implemented and which have since had a huge impact on my finances. Arnold gives me the attention I deserve and is patient in explaining things to me. I didn't realize all the opportunities that I was missing out on until I talked to him and made the move. I wish I had done it much sooner.

The thing we appreciate most about Arnold is his honesty. He has always been up front with us in all our dealings. This honesty, and his personal morals, have made him a trusted friend and confidant.

Ben was very professional, patient and helpful when we started working with Visionvest. Our investment has done well and Ben and the team continue to provide great service.

Before dealing with Arnold I was trying to do it all myself. My investments were too technology centered, instead of a diversified portfolio. Now I'm on track. I know I have someone regularly reviewing my finances and periodically updating me and recommending things to me, based on my personal circumstances. He truly cares about me and my finances as much as (maybe even more than) I do.

The Visionvest Financial family has helped my wife and I feel a lot more confident about our retirement goals. They have clearly and without confusion explained and laid out a well constructed plan. One of the best financial moves we have made is going to Visionvest Financial.

Both my husband and I are self-employed, and from his personal experience Arnold has a keen understanding of the risks and rewards of this. He has helped us to structure our planning so that we know exactly what financial milestones we need to accomplish to be able to retire with a reasonable income. During the previous few years when my colleagues were losing money on their investments, ours continued to perform well, and at times, in a stellar manner! Arnold has our business for life. We trust him implicitly…he builds his business on his clientele knowing that he acts with unquestionable trustworthiness. We have recommended him to family and friends, and all are very happy with the service he provides them.