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"Highly recommend! Vincenzo and his team do an excellent job of communicating and advising on a breath of financial matters. I trust them and I value their guidance highly."
"I have been working with Vincenzo at VIS Wealth Partners for about five years and he has helped us put in place a well diversified strategy to achieve our short term and long term financial goals. He is both highly competent and cares on a deeply personal level. We are extremely grateful for the peace of mind we have regarding our financial future thanks to his and his team‘s efforts on our behalf. I highly recommend VIS Wealth Partners to anyone in need of a financial adviser. I wish we had found them sooner."
"When we met Vincenzo and his team for a consultation over a year ago, I had no intention of changing financial advisors, having a longstanding relationship with our past advisor. After meeting with Vincenzo for the first time, it was apparent he is passionate about financial advising and individualizes his recommendations based on his clients’ goals and their entire investment portfolio."
"Vince and the Team have been great to work with. They have helped us implement beneficial plans and provide tools for managing our portfolio. Best decision we made for our financial planning and peace of mind."
"Vincenzo and his team are great. They are responsive, communicative, and always take the time to make sure I understand my finances. I trust and highly recommend them!"
Mon-Fri: 7 am-6 pm
Sat-Sun: By Appointment
