Visionary Private Wealth Management Group / Financial Advisor in Farmington, Connecticut

Visionary Private Wealth Management Group is an independent Financial Planning Company, which means we do not have any proprietary products to sell you or sales goals to hit, in other words no agenda. Our mission is to help you create a wealth management strategy that effectively addresses your unique goals. With over 25 years of experience in the industry, we are confident that we are the best firm available for managing and preserving your hard earned wealth. We focus on you and the unique set of circumstances you and your family face. We will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence. We understand that you have a choice when selecting a Financial Planner. At Visionary Private Wealth Management Group, the foundation of our company is built on loyalty, trust and client satisfaction. Our clients are our family, we are their trusted financial partner for life, and we work very hard for them. We are a Private Wealth Management Group that you can trust.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Alternative Investment Strategies Annuities Annuities & Life Insurance As-Needed Financial Planning Asset Protection Business Owners Business Planning Cash Management & Budgeting Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Divorce Planning Education Planning Estate Planning ETFs Experienced Family Financial Planning Fee Only Fiduciary Fiduciary Advisor Financial Life Planning Financial Planning Financial Planning Advice And Services Financial Planning For Women Goal Planning Goal Setting High Net Worth Planning Independent Investment Advisor Inter-generational Wealth Planning International Financial Planning Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Services Investments IRA Legacy Planning Life Insurance Net Unrealized Appreciation Pension Plan Design & Management Personalized Investment Management And Advice Portfolio Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Specialize In Retirement Planning And Retirement Distribution Stock Analysis Stock Options Stocks Strategic Tax Planning Team Approach Trustee Services Wealth Management