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Financial planner

Vista Financial Services Lincoln Rd, Phillipsburg

3.7
(3)
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Address:

192 Lincoln Rd, Phillipsburg, NJ 08865, United States

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    Vista Financial Services Reviews

    3.7
    3 Reviews

    • J

      Josh Davis
      5

      Vista Financial has been a great place to invest my money. I approached Matt and Ed a few years ago to help me set up a plan to invest for my children's future. They set me up with an investment strategy that I was comfortable with and could understand. Matt and Ed have always been responsive with account updates and clarifications on changes to my holdings. I can unequivocally recommend Vista for your financial service needs.

    • N

      Nick W.
      5

      I began investing with Vista Financial in 2013, and I could not be happier. As a young professional, I wanted to build a solid relationship with my financial planners to learn and understand the investments that they were making for me. I established a great rapport with Matt and Ed, meeting every month to discuss where my money was going, and the moves that could be made to grow my financial assets. I wholeheartedly believe that Matt and Ed are looking out for my best interests when it comes to my wealth management, and I don’t plan on investing with any other financial firm.

    • F

      FG MEDIA LLC.
      1

      Vista Financial is a completely unprofessional and shady business. I met with the owners (Matt and Ed) and their cousin John (who hangs around there, but doesn't technically work there). We discussed opening both an individual and retirement account for me, but thankfully, I never gave them a penny. They have never contacted me or followed up with me on the E-Trade Account I have open with them, and they have ignored me for the last few weeks as well. Is that the kind of business you want manging your assets?

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    FAQs

    • 1. How Can I Reach Out to Vista Financial Services?

      You may contact them at the phone number . You may also check out their website and submit your information.

    • 3. How Can I Take Out A Loan at Vista Financial Services?

      Simply submit your information on their website. If you feel like learning about other financial services, take a look at installment loans provided through a popular loan platform.

    • 5. What Am I Supposed to Do if I Fail to Pay Back My Loan?

      Contact the lender and reach an agreement in advance. You should know, however, if it"s a title loan, your car will be kept by the lender when you default.

    • 2. Where Is Vista Financial Services? How Can Find It?

      The address of Vista Financial Services is 192 Lincoln Rd, Phillipsburg, NJ 08865, United States. Open the map app on your phone to find the fastest route.

    • 4. Is Vista Financial Services an Agency or a Lender?

      Vista Financial Services is a Financial planner that provides loans of all kinds. Click here to learn about various types of loans including online personal loans.

    • 6. Can I Take Out a Loan From Vista Financial Services With Bad Credit?

      Yes, you can. But peruse the conditions and terms as there can be predatory terms when it comes to bad credit loans.