Vision Retirement - Investment Advisers

About Vision Retirement

Vision Retirement, LLC is a registered investment adviser headquartered in Ridgewood, New Jersey, in Bergen County. The firm reports $633.74 million in regulatory assets under management and has 13 employees. Its profile appears in the Directory of US Investment Advisers, and it is also grouped with Investment Advisers in New Jersey. The firm works with pre-retirees and people approaching retirement on retirement planning, Social Security claiming, and tax planning, and it also offers investment portfolio reviews. Clients work directly with a CFP® professional, and the firm states that it acts as a fiduciary. It additionally provides retirement planning partnerships for credit unions and financial wellness programs for employers. Client assets are held in each client's own name at Fidelity Investments or LPL Financial, which serve as independent custodians. Clients who already use one of these custodians can keep their accounts where they are while granting the firm advisory access. --- Note: Only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$633.74M

Employees

13

SEC File Number

801-126524