Vision Retirement is a fee-based independent Registered Investment Advisor (RIA) in Ridgewood, New Jersey, founded by Paul Muller, AEP®, CFP®. The firm provides fiduciary investment management, retirement planning, and ongoing financial advice to individuals and families in Bergen County and throughout northern New Jersey, and works with clients in New York as well. Every Vision Retirement client works directly with a CFP® professional. One-time services carry no asset minimum and start at $295. Tax returns are prepared by Advisor Tax Prep, a sister company owned by Vision Retirement's parent company, Ridgewood Financial Advisors. Schedule a free, no-obligation discovery call with a CFP® professional, or call 201-447-2212.
Although our firm is located in Ridgewood, New Jersey, we proudly serve clients throughout New Jersey, New York, and across the United States. Contact us for a free, no-obligation consultation by scheduling an appointment with one of our certified financial advisors or by calling us at 201.447.2212.
For more information, visit www.visionretirement.com.
Visionary Financial Group provides financial planning and investment management services, combined with a faithful commitment to our clients. Our mission is to build long-term relationships built on trust, integrity and honesty and to make a positive difference in the lives of the people we serve.
At Visionary Financial Group we work solely for our clients. Many people spend time thinking about their financial future, but far fewer take the important step of creating a plan that works, and taking action to put that plan into place.
Visionary Financial Group’s philosophy is one of simplicity and integrity. We believe that for you to trust us with your financial future, you first need to understand your options. Our process is more of an education for you, in order for you to make the best decision for your personal situation. Our belief is that if you don’t understand something, you shouldn't be going that direction with your decision or your money.
Our Guiding Principle: The Golden Rule. “Do unto others as you would have them do unto you.”
Comprehensive Wealth Solutions is a full service personal financial counseling firm that provides objective advice to corporate executives and high net worth individuals.