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Insights

Small practice footprint The company is a small team with 2-10 employees, indicating a focus on personalized service and potential need for scalable back-office solutions, practice management tools, and cost-effective tech investments.

Integrated advisory Securities and advisory services are offered through Cetera affiliates, suggesting opportunities to discuss cross-platform platform integration, RIA/BD support, and enhanced client experience through unified tech stacks and compliance workflows.

Revenue scale Reported revenue in the 1M–10M range signals a growth-stage firm with potential needs for growth capital, financial planning software upgrades, client acquisition strategies, and vendor partnerships that support higher client volumes.

Tech footprint A defined tech stack including AWS, analytics and monitoring tools (Datadog, Hotjar), and JavaScript libraries points to opportunities to offer cloud optimization, cybersecurity enhancements, data analytics capabilities, and site/app performance consulting.

Industry alignment Operating in investment management with a focused professional and corporate client base presents sales angles for portfolio analytics, risk management solutions, financial planning platforms, and outsourced IT/operations support tailored to financial services firms.

Similar companies to Vision Financial Group, Inc.

Vision Financial Group, Inc. Tech Stack

Vision Financial Group, Inc. uses 8 technology products and services including Hotjar, Amazon Web Services, cdnjs, and more. Explore Vision Financial Group, Inc.'s tech stack below.

  • Hotjar
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • Unpkg
    Content Delivery Network
  • Modernizr
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Stellar.js
    Web Tools And Plugins

Vision Financial Group, Inc.'s Email Address Formats

Vision Financial Group, Inc. uses at least 2 email formats:
Vision Financial Group, Inc. Email FormatsExamplePercentage
FLast@vision-financialgroup.comJDoe@vision-financialgroup.com
89%
Last@vision-financialgroup.comDoe@vision-financialgroup.com
11%

Frequently Asked Questions

What is Vision Financial Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Vision Financial Group, Inc.'s main corporate office by phone at
+1-205-970-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vision Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconVision Financial Group, Inc.'s official website is vision-financialgroup.com and has social profiles on LinkedIn.

How much revenue does Vision Financial Group, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Vision Financial Group, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Vision Financial Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconVision Financial Group, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Vision Financial Group, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Vision Financial Group, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Chief Administrative Officer: K. S., Chairman, Chief Executive Officer And Founder: F. G. and Senior Vice President, Senior Advisor At Vision Financial Group, Inc: J. A. Explore Vision Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Vision Financial Group, Inc. belong to?

Minus sign iconPlus sign iconVision Financial Group, Inc. operates in the Investment Management industry.

What technology does Vision Financial Group, Inc. use?

Minus sign iconPlus sign iconVision Financial Group, Inc.'s tech stack includes Hotjar, Amazon Web Services, cdnjs, Google Hosted Libraries, Unpkg, Modernizr, Datadog and Stellar.js.

What is Vision Financial Group, Inc.'s email format?

Minus sign iconPlus sign iconVision Financial Group, Inc.'s email format typically follows the pattern of FLast@vision-financialgroup.com. Find more Vision Financial Group, Inc. email formats with LeadIQ.

When was Vision Financial Group, Inc. founded?

Minus sign iconPlus sign iconVision Financial Group, Inc. was founded in 1996.
Vision Financial Group, Inc. logo

Vision Financial Group, Inc.

Investment ManagementAlabama, United States2-10 Employees

Vision Financial Group, Inc. operates in the investment management sector, focusing on helping professionals and companies address their insurance, investment, and overall financial planning needs. The firm emphasizes developing a financially balanced plan that supports present decisions while preparing for the future, offering guidance across protection, growth, and retirement considerations.
Based in Birmingham, Alabama, the company serves a small professional client base and operates through registered representatives and advisory services aligned with Cetera Advisor Networks and Cetera Investment Advisers. The arrangement places the firm within a broader network of financial services providers, with its personnel handling both brokerage and advisory services as appropriate for clients’ regulatory registrations. The information provided reflects the company’s scope and location, without detailing external factors or financial metrics.

Section iconCompany Overview

Phone number
+1-205-970-****
Website
vision-financialgroup.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1996
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Vision Financial Group, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Administrative Officer at Vision Financial Group, Inc.
    K. S.
    Chief Administrative Officer
    Mobile Phone
  • Chairman, Chief Executive Officer And Founder at Vision Financial Group, Inc.
    F. G.
    Chairman, Chief Executive Officer And Founder
    Mobile Phone
  • Senior Vice President, Senior Advisor At Vision Financial Group, Inc at Vision Financial Group, Inc.
    J. A.
    Senior Vice President, Senior Advisor At Vision Financial Group, Inc
    Mobile Phone
  • Director at Vision Financial Group, Inc.
    M. C.
    Director
    Mobile Phone
  • Regional Sales Manager at Vision Financial Group, Inc.
    T. F.
    Regional Sales Manager
    Mobile Phone

Employee Directory

  • Staff Accountant at Vision Financial Group, Inc.
    A. K.
    Staff Accountant
    Mobile Phone
  • Mortgage Broker at Vision Financial Group, Inc.
    A. C.
    Mortgage Broker
    Mobile Phone
  • Real Estate Agent Realtor at Vision Financial Group, Inc.
    C. S.
    Real Estate Agent Realtor
    Mobile Phone
  • Mortgage Broker at Vision Financial Group, Inc.
    D. C.
    Mortgage Broker
    Mobile Phone

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