Vision Financial Group, Inc. logo

Vision Financial Group, Inc. Employee Directory

Investment ManagementAlabama, United States2-10 Employees

Vision Financial Group, Inc. operates in the investment management sector, focusing on helping professionals and companies address their insurance, investment, and overall financial planning needs. The firm emphasizes developing a financially balanced plan that supports present decisions while preparing for the future, offering guidance across protection, growth, and retirement considerations.
Based in Birmingham, Alabama, the company serves a small professional client base and operates through registered representatives and advisory services aligned with Cetera Advisor Networks and Cetera Investment Advisers. The arrangement places the firm within a broader network of financial services providers, with its personnel handling both brokerage and advisory services as appropriate for clients’ regulatory registrations. The information provided reflects the company’s scope and location, without detailing external factors or financial metrics.

Find Vision Financial Group, Inc. employees' phone numbers or email addresses

Vision Financial Group, Inc. Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Vision Financial Group, Inc.'s Leadership

  • Stylized image of a person
    K. S.
    Chief Administrative Officer
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  • Stylized image of a person
    F. G.
    Chairman, Chief Executive Officer And Founder
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  • Stylized image of a person
    J. A.
    Senior Vice President, Senior Advisor At Vision Financial Group, Inc
    Phone icon
  • Stylized image of a person
    M. C.
    Director
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  • Stylized image of a person
    T. F.
    Regional Sales Manager
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  • Stylized image of a person
    A. K.
    Staff Accountant
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  • Stylized image of a person
    A. C.
    Mortgage Broker
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  • Stylized image of a person
    C. S.
    Real Estate Agent Realtor
    Phone icon

Vision Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Vision Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. G.
    Chairman, Chief Executive Officer And Founder
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. S.
    Chief Administrative Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. A.
    Senior Vice President, Senior Advisor At Vision Financial Group, Inc
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. C.
    Director
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    T. F.
    Regional Sales Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. K.
    Staff Accountant
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. C.
    Mortgage Broker
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. S.
    Real Estate Agent Realtor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    D. C.
    Mortgage Broker
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Vision Financial Group, Inc. known for?

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Vision Financial Group, Inc. was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Vision Financial Group, Inc.'s company overview page for more information.

What is Vision Financial Group, Inc.'s most common email format?

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Vision Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vision Financial Group, Inc. email formats with LeadIQ.

How many employees does Vision Financial Group, Inc. have currently?

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Vision Financial Group, Inc. has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Vision Financial Group, Inc.'s key employees and leadership?

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As of July 2026, Vision Financial Group, Inc.'s key employees include:

  • Chief Administrative Officer: K. S.
  • Chairman, Chief Executive Officer And Founder: F. G.
  • Senior Vice President, Senior Advisor At Vision Financial Group, Inc: J. A.
  • Director: M. C.
  • Regional Sales Manager: T. F.

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