Our Firm

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Vision Financial Group is the combined efforts of Greg D. Anderson (pictured left) and Rodney K. Wilson (pictured right). Together we have over 50 years of experience in the financial services industry in the Northern Colorado area. We provide experience in the areas of estate planning, investment management and business planning, and are proud to offer "large firm" capabilities with "small firm" attention to individual needs.

Our client service staff includes Steven Schoenig, Denise Johnson and Maureen Sansing who are each highly trained in the area of personalized customer service and are available to you during office hours.

Please be advised that presently Greg hold Series 7 and Series 63 licenses and is registered to offer mutual funds, variable annuities, and variable life products in the states of CO, AR, AZ, IA, KS, MN, NE, OR, UT, and WY. Rod presently holds Series 7, Series 63 and Series 65 licenses and is registered to offer mutual funds, variable annuities, and variable life products in the states of CO, AZ, CA, IL, IN, KS, ME, MI, MO, MT, NE, NY, OK, SC, TX, WA, and WY. In order to provide services for residents of states other than those listed, proper licenses and registrations must first be obtained by Greg or Rod.

 

 

No part of this communication should be construed as an offer to sell any security or provide
investment advice or recommendations. Securities offered through ProEquitites, Inc. will flucuate
in value and are subject to investment risks including possible loss of principal.