What departments does Vision Financial Group have?

Vision Financial Group has employees across 3 departments including Operations, Finance, Business.

What is the largest department at Vision Financial Group?

The largest department at Vision Financial Group is Finance with 18 employees.

Where are Vision Financial Group employees located globally?

Vision Financial Group has employees across 2 continents and 2 countries including India, United States Of America.

How has Vision Financial Group's team size changed over time?

Vision Financial Group's team has decreased from approximately 41 to 35 employees based on available data.

Vision Financial Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

Vision Financial Group operates in the financial services industry, providing customized financial planning and advisory services to individuals, families, and businesses. The firm emphasizes listening to clients and seeking to understand their personal and institutional goals to guide its recommendations. Through experienced guidance and a structured planning approach, it aims to support clients in pursuing long-term financial objectives. 

The company serves clients in New York and Pennsylvania through a network of financial professionals based in Buffalo, Western New York. It positions itself as a mid-sized firm with a team that develops financial strategies using a broad range of products and services.

Vision Financial Group Global Highlights

North America
33

United States Of America
33

Asia
1

India
1

Vision Financial Group's Leadership

K. D.
Chief Operating Officer
Mobile Phone
Email
A. S.
Partner
Mobile Phone
Email
M. J.
Vice President
Mobile Phone
Email
D. K.
Executive Assistant To The Vice President
Mobile Phone
Email
B. G.
Director Of Finance
Mobile Phone
Email
K. P.
Internal Brokerage Manager
Mobile Phone
Email
A. P. B.
Financial Planner
Mobile Phone
Email
P. B.
Financial Advisor
Mobile Phone
Email

Vision Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Recruiting
Other
Accounting
Administrative

Contact profiles from Vision Financial Group

Name

Title

Contact Info

Location

Last Update

J. B.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Mar 31, 2026
J. N.
Financial Services Representative
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
M. D.
Financial Services Professional
Mobile Phone
Email
United StatesNew York
Mar 12, 2024
S. P.
Financial Insurance Representative
Mobile Phone
Email
Oct 22, 2024
J. S.
Financial Service Professional - Agent
Mobile Phone
Email
United StatesMassachusetts
Jul 15, 2025

Frequently Asked Questions

What is Vision Financial Group known for?

Vision Financial Group operates in the Financial Services industry. The company's main headquarters is located in 300 Corporate Parkway Suite 216n Buffalo, New York 14226 United States. Explore Vision Financial Group's company overview page for more information.

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

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

How many employees does Vision Financial Group have currently?

Vision Financial Group has approximately 32 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

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

As of June 2026, Vision Financial Group's key employees include:

Chief Operating Officer: K. D.
Partner: A. S.
Vice President: M. J.
Executive Assistant To The Vice President: D. K.
Director Of Finance: B. G.

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Vision Financial Group Employee Directory

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