Vision Financial Planning is a New York-based firm that aims to help individuals and business owners feel confident in their financial future. Led by founder Arthur Dolega, CFP, the firm offers a range of services including wealth management and legacy planning. With a focus on providing clients with the tools and information they need to make informed financial decisions, Vision Financial Planning offers research articles, financial calculators, and newsletters to help clients reach their financial goals.
As a branch office manager with NEXT Financial Group, Inc., Arthur Dolega, CFP holds the Series 24 Registered Principal license and ensures that the firm operates in compliance with industry regulations. Vision Financial Planning is not affiliated with NEXT Financial Group, Inc. and does not provide tax or legal advice. The firm's financial professionals are registered to conduct securities business and licensed to conduct insurance business in certain states, offering services to U.S. residents only.
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