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“I have worked with Mary for a few years now. I’ve really appreciated the way she has advised me as I’ve ventured out with my own business from managing my quarterly payments to recording my finances. Plus she’s so helpful over the phone any time I’ve had a question or concern.”
“Excellent customer service. The consultant that opened an account for my husband and I was very knowledgeable, courteous, and had a good sense of humor. Greatly appreciated all the expert advice on our retirement.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“This is my second year using Vision Financial Services, and they have made tax season so much easier. They helped walk me through the taxes associated with buying and selling our first home last year and were able to make great suggestions to help save us more money. Our second year filing was a breeze, and I am so grateful for their help. Mike, Jeri, Jamie, and Becky have each been very personable and professional. They have listened to our concerns and helped individualize our return to fit our needs. I look forward to many more years of working with them and would highly recommend that others give them a call.”