With an office in the heart of Woodstock, Vincent Financial Group planted roots to help their clients navigate the complexities of sound financial planning and withstand the inevitable challenges that come along – becoming Certified Financial Planners™ to ensure the best possible advice could be provided.
Offering a unique blend of wealth management and asset protection expertise, pooling their knowledge and years of experience so that they can provide solutions most one-dimensional firms can’t.
To help people grow and protect the life they want.
There is a world full of “bad guys” in this space. Offering advice that is best suited to them & their commissions. As a fiduciary, our vision is to give people a trusted resource – unbiased by one-sided products.
Partner
Director of operations
Financial advisor
Financial advisor
DIRECTOR OF FINANCIAL PLANNING
PoRTFOLIO DESIGN STRATEGIST
Director of business services