Vision Financial Planning

CONNECT

Address:

14 Wall Street, Suite 2060
New York, NY 10005

Phone:

718 205-2880

Fax/Other:

718 205-2813

Business Continuity Plan

If a significant business disruption occurs, your representative, Arthur Dolega, CFP®, will implement various strategies to quickly recover and resume business operations. We have taken safeguards to protect your data through back-ups and recovery, to protect your confidential information and provide for an alternate physical location for operations.

 

If you are unable to reach us due to a significant business disruption, please contact our Broker-Dealer NEXT Financial Group, Inc. at 713-789-7122, option 0, or visit NEXT’s emergency information webpage at NEXTfinancial.com.

If you are unable to reach us, NEXT, or our branch office, and require immediate assistance with your account(s), you may contact the product sponsor (mutual-fund company or variable insurance company) directly for assistance. Please refer to your most recent statement(s) for their toll-free number. If you have a brokerage account, you may contact Pershing directly at 201-413-3635.

Also, we ask that you please leave us a message on our voice-mail system as we will be monitoring our messages regularly.

 

Vision Financial Planning is committed to efficiently and effectively servicing your investment needs and wishes to provide assurance that you are our first priority.

CFP®, CERTIFIED FINANCIAL PLANNER™ and  CFP®  certification marks, are marks owned by the Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck