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Current company Your Vision Financial Group
Investment Management · 8 employees · Cedar Rapids, Iowa, United States
Your Vision. Your Retirement. OUR PURPOSE. YVFG has Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. YVFG has Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, YVFG has Registered Representatives of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 3720 Queen Ct SW, Suite 4, Cedar Rapids, IA 52404 YVFG offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither Your Vision Financial Group, nor New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Your Vision Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. YVFG is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Please contact me at 31••••••12 to help you fully analyze your needs and recommend appropriate solutions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. AR License #19••••09