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.”
View Top Employees from Visionary Financial GroupWebsite | http://www.visionaryfinancialgroup.com |
Revenue | $654000 |
Employees | 3 (3 on RocketReach) |
Founded | 2012 |
Address | 3305 Long Prairie Rd, Ste 140, Flower Mound, Texas 75022, US |
Phone | (972) 539-0002 |
Fax | (972) 539-8889 |
Technologies |
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Industry | Investment Management, Brokerage, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Visionary Financial Group employee's phone or email?
The Visionary Financial Group annual revenue was $654000 in 2023.
Shelly Dodge is the President of Visionary Financial Group.
3 people are employed at Visionary Financial Group.
Visionary Financial Group is based in Flower Mound, Texas.
The NAICS codes for Visionary Financial Group are [5239, 52, 52393, 523].
The SIC codes for Visionary Financial Group are [628, 62].