Vision Financial Group

Vision Financial Group

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Financial planning, investment management, tax and estate planning strategies. Financial Planning, Investment Management, Tax and Estate Planning Strategies.

01/08/2025

EXCITING NEWS!

Stemming from a long-standing partnership rooted in shared values and aligned service approaches... Vision Financial Group, Business & Financial Strategies and Clevenger Financial are now FINANCIAL INTEGRATORS.

The new name captures what sets us apart —
the integration of comprehensive financial services to create meaningful client value.

Please take a moment to follow us on our new page: Financial Integrators.

12/01/2024

December Work Anniversaries!!

We’re thrilled to celebrate our team members marking work anniversaries this month. Cheers to you and to more achievements ahead!

11/28/2024

Reminder, our office is closed on Thursday, November 28th. We will resume regular business hours on Friday, November 29th.

11/13/2024

VFG welcomes Kyle to the Vision Financial team! He is joining Vision Financial as a Tax Preparer.

11/06/2024

VFG welcomes Sonali to the Vision Financial team! She is joining Vision Financial as an Operations Associate.

10/19/2024

VFG welcomes Kay to the Vision Financial team! She is joining Vision Financial as the Director of SME Services.

10/16/2024

Welcome aboard, Allyson and Justice, to our fall internship program! We are excited to have you join our team. We're also thrilled to welcome back Sara, Kyle, Matthew, Karrigan, and Kyle, who are returning for another round of learning and collaboration.

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Telephone

Address


4140 Grand Avenue
Des Moines, IA
50312

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm